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 | $193,493 | $138,044+40.2% | $125,339+54.4% | $134,475+43.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.84% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,253 | $5,243-38.0% | $4,814-32.4% | $4,740-31.4% |
| Participant deferral / active EE | $7,937 | $7,799+1.8% | $7,446+6.6% | $6,400+24.0% |
| Admin fee / account holder | $8,496 | $11,571-26.6% | $10,010-15.1% | $11,426-25.6% |