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 | $218,015 | $138,044+57.9% | $125,339+73.9% | $134,475+62.1% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -14.63% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,317 | $5,243-55.8% | $4,814-51.9% | $4,740-51.1% |
| Participant deferral / active EE | $11,113 | $7,799+42.5% | $7,446+49.2% | $6,400+73.7% |
| Admin fee / account holder | $35,190 | $11,571+204.1% | $10,010+251.6% | $11,426+208.0% |