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 | $203,554 | $138,044+47.5% | $125,339+62.4% | $134,475+51.4% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,690 | $5,243+8.5% | $4,814+18.2% | $4,740+20.1% |
| Participant deferral / active EE | $10,747 | $7,799+37.8% | $7,446+44.3% | $6,400+67.9% |
| Admin fee / account holder | $11,633 | $11,571+0.5% | $10,010+16.2% | $11,426+1.8% |