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 | $163,697 | $138,044+18.6% | $125,339+30.6% | $134,475+21.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -16.25% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,445 | $5,243-53.4% | $4,814-49.2% | $4,740-48.4% |
| Participant deferral / active EE | $8,465 | $7,799+8.5% | $7,446+13.7% | $6,400+32.3% |
| Admin fee / account holder | $6,616 | $11,571-42.8% | $10,010-33.9% | $11,426-42.1% |