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 | $242,272 | $190,805+27.0% | $159,960+51.5% | $134,475+80.2% |
| Participation rate | 88.2% | 81.9%+6.3pp | 78.0%+10.3pp | 81.2%+7.0pp |
| Annual return | -17.31% | 552.23%-569.5pp | 408.60%-425.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,748 | $4,995-25.0% | $4,226-11.3% | $4,740-20.9% |
| Participant deferral / active EE | $8,274 | $6,923+19.5% | $6,182+33.8% | $6,400+29.3% |
| Admin fee / account holder | $11,252 | $10,471+7.5% | $8,698+29.4% | $11,426-1.5% |