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 | $230,156 | $160,055+43.8% | $140,016+64.4% | $135,375+70.0% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -3.10% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $3,229 | $6,420-49.7% | $5,606-42.4% | $4,779-32.4% |
| Participant deferral / active EE | $6,125 | $7,642-19.8% | $6,927-11.6% | $5,609+9.2% |
| Admin fee / account holder | $2,765 | $13,328-79.3% | $10,705-74.2% | $10,827-74.5% |