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 | $206,901 | $138,044+49.9% | $125,339+65.1% | $134,475+53.9% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -18.21% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,083 | $5,243+16.0% | $4,814+26.4% | $4,740+28.3% |
| Participant deferral / active EE | $10,799 | $7,799+38.5% | $7,446+45.0% | $6,400+68.7% |
| Admin fee / account holder | $3,806 | $11,571-67.1% | $10,010-62.0% | $11,426-66.7% |