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 | $184,659 | $138,044+33.8% | $125,339+47.3% | $134,475+37.3% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -16.71% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,741 | $5,243-47.7% | $4,814-43.1% | $4,740-42.2% |
| Participant deferral / active EE | $9,190 | $7,799+17.8% | $7,446+23.4% | $6,400+43.6% |
| Admin fee / account holder | $1,054 | $11,571-90.9% | $10,010-89.5% | $11,426-90.8% |