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 | $240,772 | $138,044+74.4% | $125,339+92.1% | $134,475+79.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -16.85% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $6,685 | $5,243+27.5% | $4,814+38.9% | $4,740+41.0% |
| Participant deferral / active EE | $12,173 | $7,799+56.1% | $7,446+63.5% | $6,400+90.2% |
| Admin fee / account holder | $1,216 | $11,571-89.5% | $10,010-87.8% | $11,426-89.4% |