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 | $186,843 | $138,044+35.4% | $125,339+49.1% | $134,475+38.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.24% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,057 | $5,243-79.9% | $4,814-78.1% | $4,740-77.7% |
| Participant deferral / active EE | $10,047 | $7,799+28.8% | $7,446+34.9% | $6,400+57.0% |
| Admin fee / account holder | $2,709 | $11,571-76.6% | $10,010-72.9% | $11,426-76.3% |