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 | $183,931 | $160,055+14.9% | $140,016+31.4% | $135,375+35.9% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -7.00% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,135 | $6,420-20.0% | $5,606-8.4% | $4,779+7.4% |
| Participant deferral / active EE | $12,204 | $7,642+59.7% | $6,927+76.2% | $5,609+117.6% |
| Admin fee / account holder | $1,058 | $13,328-92.1% | $10,705-90.1% | $10,827-90.2% |