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 | $218,316 | $138,065+58.1% | $123,544+76.7% | $135,375+61.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.18% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,709 | $5,151-47.4% | $4,628-41.5% | $4,779-43.3% |
| Participant deferral / active EE | $8,022 | $6,799+18.0% | $6,426+24.8% | $5,609+43.0% |
| Admin fee / account holder | $784 | $10,916-92.8% | $9,284-91.6% | $10,827-92.8% |