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 | $175,947 | $138,044+27.5% | $125,339+40.4% | $134,475+30.8% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -14.76% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,662 | $5,243-30.2% | $4,814-23.9% | $4,740-22.7% |
| Participant deferral / active EE | $8,503 | $7,799+9.0% | $7,446+14.2% | $6,400+32.9% |
| Admin fee / account holder | $4,483 | $11,571-61.3% | $10,010-55.2% | $11,426-60.8% |