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 | $194,187 | $180,449+7.6% | $154,107+26.0% | $135,375+43.4% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | -3.68% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $16,804 | $6,035+178.4% | $5,298+217.2% | $4,779+251.6% |
| Participant deferral / active EE | $2,325 | $5,806-60.0% | $5,081-54.2% | $5,609-58.5% |
| Admin fee / account holder | $72,456 | $16,143+348.8% | $13,411+440.3% | $10,827+569.2% |