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 | $189,577 | $138,044+37.3% | $125,339+51.3% | $134,475+41.0% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -20.16% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,552 | $5,243-51.3% | $4,814-47.0% | $4,740-46.2% |
| Participant deferral / active EE | $4,777 | $7,799-38.8% | $7,446-35.9% | $6,400-25.4% |
| Admin fee / account holder | $2,569 | $11,571-77.8% | $10,010-74.3% | $11,426-77.5% |