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 | $195,962 | $180,449+8.6% | $154,107+27.2% | $135,375+44.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.01% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,960 | $6,035-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $8,890 | $5,806+53.1% | $5,081+75.0% | $5,609+58.5% |
| Admin fee / account holder | $6,548 | $16,143-59.4% | $13,411-51.2% | $10,827-39.5% |