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 | $191,599 | $180,449+6.2% | $154,107+24.3% | $135,375+41.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.58% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,125 | $6,035-31.7% | $5,298-22.1% | $4,779-13.7% |
| Participant deferral / active EE | $9,121 | $5,806+57.1% | $5,081+79.5% | $5,609+62.6% |
| Admin fee / account holder | $7,609 | $16,143-52.9% | $13,411-43.3% | $10,827-29.7% |