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 | $193,640 | $135,635+42.8% | $110,238+75.7% | $135,375+43.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -2.98% | 513.19%-516.2pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $6,443 | $4,906+31.3% | $3,826+68.4% | $4,779+34.8% |
| Participant deferral / active EE | $10,628 | $5,506+93.0% | $4,672+127.5% | $5,609+89.5% |
| Admin fee / account holder | $117,701 | $11,457+927.3% | $8,547+1277.1% | $10,827+987.1% |