See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,913 | $160,055+47.4% | $140,016+68.5% | $135,375+74.3% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -2.35% | 911.38%-913.7pp | 651.12%-653.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,037 | $7,642-60.3% | $6,927-56.2% | $5,609-45.9% |
| Admin fee / account holder | $31,455 | $13,328+136.0% | $10,705+193.8% | $10,827+190.5% |