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 | $201,235 | $135,635+48.4% | $110,238+82.5% | $135,375+48.6% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -3.93% | 513.19%-517.1pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,457 | $4,906+11.2% | $3,826+42.6% | $4,779+14.2% |
| Participant deferral / active EE | $10,313 | $5,506+87.3% | $4,672+120.7% | $5,609+83.9% |
| Admin fee / account holder | $9,233 | $11,457-19.4% | $8,547+8.0% | $10,827-14.7% |