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 | $175,734 | $138,044+27.3% | $125,339+40.2% | $134,475+30.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -20.22% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,820 | $5,243-46.2% | $4,814-41.4% | $4,740-40.5% |
| Participant deferral / active EE | $7,502 | $7,799-3.8% | $7,446+0.8% | $6,400+17.2% |
| Admin fee / account holder | $1,182 | $11,571-89.8% | $10,010-88.2% | $11,426-89.7% |