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 | $179,324 | $160,055+12.0% | $140,016+28.1% | $135,375+32.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.22% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,842 | $6,420-55.7% | $5,606-49.3% | $4,779-40.5% |
| Participant deferral / active EE | $7,605 | $7,642-0.5% | $6,927+9.8% | $5,609+35.6% |
| Admin fee / account holder | $5,078 | $13,328-61.9% | $10,705-52.6% | $10,827-53.1% |