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 | $181,083 | $168,632+7.4% | $147,614+22.7% | $125,391+44.4% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -2.85% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $23,077 | $6,252+269.1% | $5,564+314.7% | $4,866+374.3% |
| Participant deferral / active EE | $12,523 | $5,507+127.4% | $4,895+155.8% | $5,352+134.0% |
| Admin fee / account holder | $77,277 | $13,580+469.1% | $11,611+565.5% | $9,540+710.0% |