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 | $225,493 | $138,044+63.3% | $125,339+79.9% | $134,475+67.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.96% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,819 | $5,243+11.0% | $4,814+20.9% | $4,740+22.8% |
| Participant deferral / active EE | $8,181 | $7,799+4.9% | $7,446+9.9% | $6,400+27.8% |
| Admin fee / account holder | $2,472 | $11,571-78.6% | $10,010-75.3% | $11,426-78.4% |