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 | $173,062 | $138,044+25.4% | $125,339+38.1% | $134,475+28.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,483 | $5,243-71.7% | $4,814-69.2% | $4,740-68.7% |
| Participant deferral / active EE | $7,400 | $7,799-5.1% | $7,446-0.6% | $6,400+15.6% |
| Admin fee / account holder | $8,438 | $11,571-27.1% | $10,010-15.7% | $11,426-26.2% |