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 | $179,070 | $138,044+29.7% | $125,339+42.9% | $134,475+33.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -12.75% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,516 | $5,243-52.0% | $4,814-47.7% | $4,740-46.9% |
| Participant deferral / active EE | $10,525 | $7,799+35.0% | $7,446+41.3% | $6,400+64.5% |
| Admin fee / account holder | $24,700 | $11,571+113.5% | $10,010+146.8% | $11,426+116.2% |