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 7-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 | $225,276 | $138,044+63.2% | $125,339+79.7% | $134,475+67.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.33% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,070 | $5,243-41.5% | $4,814-36.2% | $4,740-35.2% |
| Participant deferral / active EE | $9,664 | $7,799+23.9% | $7,446+29.8% | $6,400+51.0% |
| Admin fee / account holder | $36,623 | $11,571+216.5% | $10,010+265.9% | $11,426+220.5% |