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 | $242,617 | $190,805+27.2% | $159,960+51.7% | $134,475+80.4% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -18.65% | 552.23%-570.9pp | 408.60%-427.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $6,064 | $4,995+21.4% | $4,226+43.5% | $4,740+27.9% |
| Participant deferral / active EE | $12,487 | $6,923+80.4% | $6,182+102.0% | $6,400+95.1% |
| Admin fee / account holder | $39,853 | $10,471+280.6% | $8,698+358.2% | $11,426+248.8% |