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 | $180,959 | $138,044+31.1% | $125,339+44.4% | $134,475+34.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.47% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,583 | $5,243-31.7% | $4,814-25.6% | $4,740-24.4% |
| Participant deferral / active EE | $6,750 | $7,799-13.4% | $7,446-9.4% | $6,400+5.5% |
| Admin fee / account holder | $12,053 | $11,571+4.2% | $10,010+20.4% | $11,426+5.5% |