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 | $175,793 | $138,044+27.3% | $125,339+40.3% | $134,475+30.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.56% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,744 | $5,243-66.7% | $4,814-63.8% | $4,740-63.2% |
| Participant deferral / active EE | $5,415 | $7,799-30.6% | $7,446-27.3% | $6,400-15.4% |
| Admin fee / account holder | $7,294 | $11,571-37.0% | $10,010-27.1% | $11,426-36.2% |