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 | $223,983 | $99,640+124.8% | $86,436+159.1% | $134,475+66.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.35% | 6782.58%-6796.9pp | 4394.89%-4409.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,201 | $4,400-50.0% | $3,769-41.6% | $4,740-53.6% |
| Participant deferral / active EE | $10,922 | $7,246+50.7% | $6,952+57.1% | $6,400+70.7% |
| Admin fee / account holder | $1,504 | $8,371-82.0% | $6,731-77.7% | $11,426-86.8% |