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 | $218,007 | $138,044+57.9% | $125,339+73.9% | $134,475+62.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.31% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,552 | $5,243+63.1% | $4,814+77.7% | $4,740+80.4% |
| Participant deferral / active EE | $11,010 | $7,799+41.2% | $7,446+47.9% | $6,400+72.0% |
| Admin fee / account holder | $24,719 | $11,571+113.6% | $10,010+147.0% | $11,426+116.3% |