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 | $231,519 | $180,449+28.3% | $154,107+50.2% | $135,375+71.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -5.35% | 888.09%-893.4pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,718 | $6,035-21.8% | $5,298-10.9% | $4,779-1.3% |
| Participant deferral / active EE | $8,714 | $5,806+50.1% | $5,081+71.5% | $5,609+55.4% |
| Admin fee / account holder | $1,067 | $16,143-93.4% | $13,411-92.0% | $10,827-90.1% |