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 | $162,873 | $138,044+18.0% | $125,339+29.9% | $134,475+21.1% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.96% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,973 | $5,243+13.9% | $4,814+24.1% | $4,740+26.0% |
| Participant deferral / active EE | $6,953 | $7,799-10.8% | $7,446-6.6% | $6,400+8.6% |
| Admin fee / account holder | $1,512 | $11,571-86.9% | $10,010-84.9% | $11,426-86.8% |