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 | $202,890 | $99,640+103.6% | $86,436+134.7% | $134,475+50.9% |
| Participation rate | 93.8% | 82.0%+11.7pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -17.70% | 6782.58%-6800.3pp | 4394.89%-4412.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $13,044 | $4,400+196.4% | $3,769+246.1% | $4,740+175.2% |
| Participant deferral / active EE | $5,918 | $7,246-18.3% | $6,952-14.9% | $6,400-7.5% |
| Admin fee / account holder | $4,259 | $8,371-49.1% | $6,731-36.7% | $11,426-62.7% |