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 | $228,249 | $90,600+151.9% | $79,464+187.2% | $135,375+68.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -4.85% | 977.43%-982.3pp | 718.14%-723.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $15,825 | $3,068+415.8% | $2,800+465.1% | $4,779+231.2% |
| Participant deferral / active EE | $15,375 | $4,050+279.6% | $3,704+315.1% | $5,609+174.1% |
| Admin fee / account holder | $857 | $5,907-85.5% | $5,113-83.2% | $10,827-92.1% |