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 9-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 | $231,616 | $138,044+67.8% | $125,339+84.8% | $134,475+72.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.76% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,219 | $5,243-57.7% | $4,814-53.9% | $4,740-53.2% |
| Participant deferral / active EE | $3,996 | $7,799-48.8% | $7,446-46.3% | $6,400-37.6% |
| Admin fee / account holder | $1,236 | $11,571-89.3% | $10,010-87.6% | $11,426-89.2% |