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 | $215,444 | $138,044+56.1% | $125,339+71.9% | $134,475+60.2% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -14.24% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $17,647 | $5,243+236.6% | $4,814+266.6% | $4,740+272.3% |
| Participant deferral / active EE | $2,814 | $7,799-63.9% | $7,446-62.2% | $6,400-56.0% |
| Admin fee / account holder | $4,980 | $11,571-57.0% | $10,010-50.2% | $11,426-56.4% |