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 | $171,578 | $138,044+24.3% | $125,339+36.9% | $134,475+27.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.21% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,440 | $5,243-72.5% | $4,814-70.1% | $4,740-69.6% |
| Participant deferral / active EE | $10,259 | $7,799+31.5% | $7,446+37.8% | $6,400+60.3% |
| Admin fee / account holder | $811 | $11,571-93.0% | $10,010-91.9% | $11,426-92.9% |