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 | $158,536 | $138,044+14.8% | $125,339+26.5% | $134,475+17.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.12% | 750.33%-764.4pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,068 | $5,243-60.6% | $4,814-57.0% | $4,740-56.4% |
| Participant deferral / active EE | $5,643 | $7,799-27.6% | $7,446-24.2% | $6,400-11.8% |
| Admin fee / account holder | $48,182 | $11,571+316.4% | $10,010+381.4% | $11,426+321.7% |