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 | $195,744 | $138,065+41.8% | $123,544+58.4% | $135,375+44.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.41% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $7,790 | $5,151+51.2% | $4,628+68.3% | $4,779+63.0% |
| Participant deferral / active EE | $8,009 | $6,799+17.8% | $6,426+24.6% | $5,609+42.8% |
| Admin fee / account holder | $35,356 | $10,916+223.9% | $9,284+280.8% | $10,827+226.6% |