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 | $179,965 | $97,757+84.1% | $83,848+114.6% | $135,375+32.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -0.90% | 1287.37%-1288.3pp | 850.88%-851.8pp | 519.73%-520.6pp |
| Employer contribution / active EE | $3,878 | $4,222-8.1% | $3,631+6.8% | $4,779-18.9% |
| Participant deferral / active EE | $13,257 | $4,682+183.1% | $4,082+224.8% | $5,609+136.4% |
| Admin fee / account holder | $60,888 | $6,674+812.3% | $5,478+1011.5% | $10,827+462.4% |