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 | $181,693 | $138,044+31.6% | $125,339+45.0% | $134,475+35.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.59% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,610 | $5,243-31.1% | $4,814-25.0% | $4,740-23.8% |
| Participant deferral / active EE | $10,442 | $7,799+33.9% | $7,446+40.2% | $6,400+63.2% |
| Admin fee / account holder | $2,344 | $11,571-79.7% | $10,010-76.6% | $11,426-79.5% |