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 | $206,096 | $180,449+14.2% | $154,107+33.7% | $135,375+52.2% |
| Participation rate | 84.2% | 87.4%-3.2pp | 83.0%+1.2pp | 82.6%+1.6pp |
| Annual return | -6.22% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $6,298 | $6,035+4.4% | $5,298+18.9% | $4,779+31.8% |
| Participant deferral / active EE | $6,173 | $5,806+6.3% | $5,081+21.5% | $5,609+10.1% |
| Admin fee / account holder | $790 | $16,143-95.1% | $13,411-94.1% | $10,827-92.7% |