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 | $219,700 | $190,805+15.1% | $159,960+37.3% | $134,475+63.4% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -12.11% | 552.23%-564.3pp | 408.60%-420.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $6,925 | $4,995+38.6% | $4,226+63.9% | $4,740+46.1% |
| Participant deferral / active EE | $9,076 | $6,923+31.1% | $6,182+46.8% | $6,400+41.8% |
| Admin fee / account holder | $4,786 | $10,471-54.3% | $8,698-45.0% | $11,426-58.1% |