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 | $217,033 | $160,055+35.6% | $140,016+55.0% | $135,375+60.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -8.49% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,969 | $6,420-69.3% | $5,606-64.9% | $4,779-58.8% |
| Participant deferral / active EE | $7,937 | $7,642+3.9% | $6,927+14.6% | $5,609+41.5% |
| Admin fee / account holder | $1,008 | $13,328-92.4% | $10,705-90.6% | $10,827-90.7% |