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 | $168,980 | $138,044+22.4% | $125,339+34.8% | $134,475+25.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -10.30% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $3,536 | $5,243-32.6% | $4,814-26.5% | $4,740-25.4% |
| Participant deferral / active EE | $3,936 | $7,799-49.5% | $7,446-47.1% | $6,400-38.5% |
| Admin fee / account holder | $51,619 | $11,571+346.1% | $10,010+415.7% | $11,426+351.8% |