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 | $214,158 | $138,044+55.1% | $125,339+70.9% | $134,475+59.3% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -15.79% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,336 | $5,243-55.5% | $4,814-51.5% | $4,740-50.7% |
| Participant deferral / active EE | $7,185 | $7,799-7.9% | $7,446-3.5% | $6,400+12.3% |
| Admin fee / account holder | $3,181 | $11,571-72.5% | $10,010-68.2% | $11,426-72.2% |