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 | $218,599 | $138,044+58.4% | $125,339+74.4% | $134,475+62.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.39% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,887 | $5,243-6.8% | $4,814+1.5% | $4,740+3.1% |
| Participant deferral / active EE | $10,267 | $7,799+31.7% | $7,446+37.9% | $6,400+60.4% |
| Admin fee / account holder | $17,198 | $11,571+48.6% | $10,010+71.8% | $11,426+50.5% |