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 | $180,682 | $138,044+30.9% | $125,339+44.2% | $134,475+34.4% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -16.60% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,198 | $5,243-19.9% | $4,814-12.8% | $4,740-11.4% |
| Participant deferral / active EE | $6,664 | $7,799-14.5% | $7,446-10.5% | $6,400+4.1% |
| Admin fee / account holder | $8,479 | $11,571-26.7% | $10,010-15.3% | $11,426-25.8% |