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 | $168,287 | $138,044+21.9% | $125,339+34.3% | $134,475+25.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.57% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,444 | $5,243-53.4% | $4,814-49.2% | $4,740-48.4% |
| Participant deferral / active EE | $4,863 | $7,799-37.6% | $7,446-34.7% | $6,400-24.0% |
| Admin fee / account holder | $1,504 | $11,571-87.0% | $10,010-85.0% | $11,426-86.8% |