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 | $236,742 | $160,055+47.9% | $140,016+69.1% | $135,375+74.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.90% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,564 | $6,420-44.5% | $5,606-36.4% | $4,779-25.4% |
| Participant deferral / active EE | $9,186 | $7,642+20.2% | $6,927+32.6% | $5,609+63.8% |
| Admin fee / account holder | $2,755 | $13,328-79.3% | $10,705-74.3% | $10,827-74.6% |