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 | $153,078 | $138,044+10.9% | $125,339+22.1% | $134,475+13.8% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -19.28% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,728 | $5,243-67.0% | $4,814-64.1% | $4,740-63.5% |
| Participant deferral / active EE | $6,549 | $7,799-16.0% | $7,446-12.0% | $6,400+2.3% |
| Admin fee / account holder | $4,610 | $11,571-60.2% | $10,010-53.9% | $11,426-59.7% |