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 | $199,360 | $97,757+103.9% | $83,848+137.8% | $135,375+47.3% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -3.67% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,222 | $4,222-47.4% | $3,631-38.8% | $4,779-53.5% |
| Participant deferral / active EE | $4,966 | $4,682+6.1% | $4,082+21.7% | $5,609-11.5% |
| Admin fee / account holder | $1,745 | $6,674-73.9% | $5,478-68.2% | $10,827-83.9% |