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 | $166,294 | $135,635+22.6% | $110,238+50.8% | $135,375+22.8% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -3.57% | 513.19%-516.8pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,115 | $4,906-56.9% | $3,826-44.7% | $4,779-55.7% |
| Participant deferral / active EE | $8,730 | $5,506+58.5% | $4,672+86.9% | $5,609+55.7% |
| Admin fee / account holder | $43,413 | $11,457+278.9% | $8,547+407.9% | $10,827+301.0% |