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 | $162,654 | $135,635+19.9% | $110,238+47.5% | $135,375+20.2% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -8.00% | 513.19%-521.2pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,078 | $4,906+3.5% | $3,826+32.7% | $4,779+6.3% |
| Participant deferral / active EE | $10,331 | $5,506+87.6% | $4,672+121.1% | $5,609+84.2% |
| Admin fee / account holder | $8,211 | $11,457-28.3% | $8,547-3.9% | $10,827-24.2% |