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 | $223,738 | $138,065+62.1% | $123,544+81.1% | $135,375+65.3% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -3.31% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $8,729 | $5,151+69.5% | $4,628+88.6% | $4,779+82.7% |
| Participant deferral / active EE | $7,315 | $6,799+7.6% | $6,426+13.8% | $5,609+30.4% |
| Admin fee / account holder | $24,678 | $10,916+126.1% | $9,284+165.8% | $10,827+127.9% |