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 | $182,363 | $160,055+13.9% | $140,016+30.2% | $135,375+34.7% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -7.70% | 911.38%-919.1pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17,534 | $7,642+129.4% | $6,927+153.1% | $5,609+212.6% |
| Admin fee / account holder | $11,745 | $13,328-11.9% | $10,705+9.7% | $10,827+8.5% |