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 | $178,334 | $138,044+29.2% | $125,339+42.3% | $134,475+32.6% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -15.22% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,185 | $5,243-77.4% | $4,814-75.4% | $4,740-75.0% |
| Participant deferral / active EE | $4,114 | $7,799-47.2% | $7,446-44.7% | $6,400-35.7% |
| Admin fee / account holder | $2,029 | $11,571-82.5% | $10,010-79.7% | $11,426-82.2% |