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 | $244,854 | $138,044+77.4% | $125,339+95.4% | $134,475+82.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.03% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,904 | $5,243-44.6% | $4,814-39.7% | $4,740-38.7% |
| Participant deferral / active EE | $10,844 | $7,799+39.0% | $7,446+45.6% | $6,400+69.4% |
| Admin fee / account holder | $11,983 | $11,571+3.6% | $10,010+19.7% | $11,426+4.9% |