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 6-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 | $204,066 | $190,805+6.9% | $159,960+27.6% | $134,475+51.8% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -17.56% | 552.23%-569.8pp | 408.60%-426.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $14,403 | $4,995+188.3% | $4,226+240.8% | $4,740+203.9% |
| Participant deferral / active EE | $10,855 | $6,923+56.8% | $6,182+75.6% | $6,400+69.6% |
| Admin fee / account holder | $2,093 | $10,471-80.0% | $8,698-75.9% | $11,426-81.7% |