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 10-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 | $158,247 | $138,065+14.6% | $123,544+28.1% | $135,375+16.9% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -3.27% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,000 | $5,151-61.2% | $4,628-56.8% | $4,779-58.2% |
| Participant deferral / active EE | $8,666 | $6,799+27.5% | $6,426+34.9% | $5,609+54.5% |
| Admin fee / account holder | $7,485 | $10,916-31.4% | $9,284-19.4% | $10,827-30.9% |