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 | $178,360 | $138,044+29.2% | $125,339+42.3% | $134,475+32.6% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -19.92% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,347 | $5,243-36.2% | $4,814-30.5% | $4,740-29.4% |
| Participant deferral / active EE | $6,273 | $7,799-19.6% | $7,446-15.8% | $6,400-2.0% |
| Admin fee / account holder | $41,522 | $11,571+258.8% | $10,010+314.8% | $11,426+263.4% |