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 | $164,308 | $138,044+19.0% | $125,339+31.1% | $134,475+22.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -9.27% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $3,080 | $5,243-41.3% | $4,814-36.0% | $4,740-35.0% |
| Participant deferral / active EE | $6,350 | $7,799-18.6% | $7,446-14.7% | $6,400-0.8% |
| Admin fee / account holder | $1,154 | $11,571-90.0% | $10,010-88.5% | $11,426-89.9% |