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 | $190,093 | $138,044+37.7% | $125,339+51.7% | $134,475+41.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.11% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,907 | $5,243-63.6% | $4,814-60.4% | $4,740-59.8% |
| Participant deferral / active EE | $9,025 | $7,799+15.7% | $7,446+21.2% | $6,400+41.0% |
| Admin fee / account holder | $1,156 | $11,571-90.0% | $10,010-88.5% | $11,426-89.9% |