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 | $184,862 | $138,044+33.9% | $125,339+47.5% | $134,475+37.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.88% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,027 | $5,243-61.3% | $4,814-57.9% | $4,740-57.2% |
| Participant deferral / active EE | $8,270 | $7,799+6.0% | $7,446+11.1% | $6,400+29.2% |
| Admin fee / account holder | $5,301 | $11,571-54.2% | $10,010-47.0% | $11,426-53.6% |