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 | $218,535 | $180,449+21.1% | $154,107+41.8% | $135,375+61.4% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -6.59% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,824 | $6,035-69.8% | $5,298-65.6% | $4,779-61.8% |
| Participant deferral / active EE | $10,420 | $5,806+79.5% | $5,081+105.1% | $5,609+85.8% |
| Admin fee / account holder | $1,495 | $16,143-90.7% | $13,411-88.9% | $10,827-86.2% |