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 | $162,837 | $138,044+18.0% | $125,339+29.9% | $134,475+21.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -10.11% | 750.33%-760.4pp | 572.05%-582.2pp | 417.96%-428.1pp |
| Employer contribution / active EE | $3,502 | $5,243-33.2% | $4,814-27.3% | $4,740-26.1% |
| Participant deferral / active EE | $8,673 | $7,799+11.2% | $7,446+16.5% | $6,400+35.5% |
| Admin fee / account holder | $2,986 | $11,571-74.2% | $10,010-70.2% | $11,426-73.9% |