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 | $181,473 | $133,958+35.5% | $112,228+61.7% | $134,475+34.9% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -5.05% | 47.11%-52.2pp | 27.45%-32.5pp | 417.96%-423.0pp |
| Employer contribution / active EE | $10,158 | $4,038+151.6% | $3,635+179.5% | $4,740+114.3% |
| Participant deferral / active EE | $12,138 | $5,291+129.4% | $4,728+156.7% | $6,400+89.7% |
| Admin fee / account holder | $60,149 | $7,489+703.2% | $6,410+838.4% | $11,426+426.4% |