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 | $183,930 | $180,449+1.9% | $154,107+19.4% | $135,375+35.9% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -7.95% | 888.09%-896.0pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $7,736 | $6,035+28.2% | $5,298+46.0% | $4,779+61.9% |
| Participant deferral / active EE | $6,039 | $5,806+4.0% | $5,081+18.9% | $5,609+7.7% |
| Admin fee / account holder | $1,160 | $16,143-92.8% | $13,411-91.3% | $10,827-89.3% |