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 | $188,393 | $138,044+36.5% | $125,339+50.3% | $134,475+40.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.72% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,384 | $5,243-54.5% | $4,814-50.5% | $4,740-49.7% |
| Participant deferral / active EE | $10,499 | $7,799+34.6% | $7,446+41.0% | $6,400+64.1% |
| Admin fee / account holder | $8,741 | $11,571-24.5% | $10,010-12.7% | $11,426-23.5% |