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 | $218,273 | $180,449+21.0% | $154,107+41.6% | $135,375+61.2% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -5.08% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,502 | $6,035-25.4% | $5,298-15.0% | $4,779-5.8% |
| Participant deferral / active EE | $8,670 | $5,806+49.3% | $5,081+70.7% | $5,609+54.6% |
| Admin fee / account holder | $7,078 | $16,143-56.2% | $13,411-47.2% | $10,827-34.6% |