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 | $157,598 | $138,044+14.2% | $125,339+25.7% | $134,475+17.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -14.19% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,742 | $5,243-66.8% | $4,814-63.8% | $4,740-63.3% |
| Participant deferral / active EE | $6,961 | $7,799-10.7% | $7,446-6.5% | $6,400+8.8% |
| Admin fee / account holder | $2,999 | $11,571-74.1% | $10,010-70.0% | $11,426-73.8% |