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 | $204,383 | $138,044+48.1% | $125,339+63.1% | $134,475+52.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.60% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,855 | $5,243-26.5% | $4,814-19.9% | $4,740-18.7% |
| Participant deferral / active EE | $8,789 | $7,799+12.7% | $7,446+18.0% | $6,400+37.3% |
| Admin fee / account holder | $1,416 | $11,571-87.8% | $10,010-85.9% | $11,426-87.6% |