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 | $182,402 | $138,044+32.1% | $125,339+45.5% | $134,475+35.6% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -16.52% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,316 | $5,243-36.8% | $4,814-31.1% | $4,740-30.0% |
| Participant deferral / active EE | $4,751 | $7,799-39.1% | $7,446-36.2% | $6,400-25.8% |
| Admin fee / account holder | $4,485 | $11,571-61.2% | $10,010-55.2% | $11,426-60.7% |