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 | $180,965 | $138,044+31.1% | $125,339+44.4% | $134,475+34.6% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-3.9pp |
| Annual return | -20.37% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $5,049 | $5,243-3.7% | $4,814+4.9% | $4,740+6.5% |
| Participant deferral / active EE | $8,241 | $7,799+5.7% | $7,446+10.7% | $6,400+28.8% |
| Admin fee / account holder | $5,074 | $11,571-56.1% | $10,010-49.3% | $11,426-55.6% |