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 | $231,630 | $99,640+132.5% | $86,436+168.0% | $134,475+72.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -14.93% | 6782.58%-6797.5pp | 4394.89%-4409.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $7,206 | $4,400+63.7% | $3,769+91.2% | $4,740+52.0% |
| Participant deferral / active EE | $5,048 | $7,246-30.3% | $6,952-27.4% | $6,400-21.1% |
| Admin fee / account holder | $2,127 | $8,371-74.6% | $6,731-68.4% | $11,426-81.4% |