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 | $190,459 | $138,044+38.0% | $125,339+52.0% | $134,475+41.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -17.87% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,109 | $5,243-2.6% | $4,814+6.1% | $4,740+7.8% |
| Participant deferral / active EE | $12,835 | $7,799+64.6% | $7,446+72.4% | $6,400+100.6% |
| Admin fee / account holder | $25,160 | $11,571+117.4% | $10,010+151.4% | $11,426+120.2% |