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 | $160,696 | $138,044+16.4% | $125,339+28.2% | $134,475+19.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,469 | $5,243-14.8% | $4,814-7.2% | $4,740-5.7% |
| Participant deferral / active EE | $9,540 | $7,799+22.3% | $7,446+28.1% | $6,400+49.1% |
| Admin fee / account holder | $1,065 | $11,571-90.8% | $10,010-89.4% | $11,426-90.7% |