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 | $202,936 | $138,044+47.0% | $125,339+61.9% | $134,475+50.9% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -12.93% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,486 | $5,243-52.6% | $4,814-48.4% | $4,740-47.6% |
| Participant deferral / active EE | $4,556 | $7,799-41.6% | $7,446-38.8% | $6,400-28.8% |
| Admin fee / account holder | $2,211 | $11,571-80.9% | $10,010-77.9% | $11,426-80.6% |