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 | $179,539 | $190,805-5.9% | $159,960+12.2% | $134,475+33.5% |
| Participation rate | 90.5% | 81.9%+8.5pp | 78.0%+12.5pp | 81.2%+9.3pp |
| Annual return | -16.46% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,114 | $4,995-37.7% | $4,226-26.3% | $4,740-34.3% |
| Participant deferral / active EE | $11,731 | $6,923+69.5% | $6,182+89.8% | $6,400+83.3% |
| Admin fee / account holder | $1,335 | $10,471-87.3% | $8,698-84.7% | $11,426-88.3% |