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 5-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 | $161,416 | $138,044+16.9% | $125,339+28.8% | $134,475+20.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -4.79% | 750.33%-755.1pp | 572.05%-576.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $1,942 | $5,243-63.0% | $4,814-59.7% | $4,740-59.0% |
| Participant deferral / active EE | $9,941 | $7,799+27.5% | $7,446+33.5% | $6,400+55.3% |
| Admin fee / account holder | $8,633 | $11,571-25.4% | $10,010-13.8% | $11,426-24.4% |