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 | $210,405 | $190,805+10.3% | $159,960+31.5% | $134,475+56.5% |
| Participation rate | 78.3% | 81.9%-3.7pp | 78.0%+0.3pp | 81.2%-3.0pp |
| Annual return | -16.61% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,255 | $4,995-34.8% | $4,226-23.0% | $4,740-31.3% |
| Participant deferral / active EE | $9,402 | $6,923+35.8% | $6,182+52.1% | $6,400+46.9% |
| Admin fee / account holder | $4,240 | $10,471-59.5% | $8,698-51.2% | $11,426-62.9% |