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 8-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 | $207,002 | $138,044+50.0% | $125,339+65.2% | $134,475+53.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.51% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,635 | $5,243-49.8% | $4,814-45.3% | $4,740-44.4% |
| Participant deferral / active EE | $10,057 | $7,799+29.0% | $7,446+35.1% | $6,400+57.1% |
| Admin fee / account holder | $2,616 | $11,571-77.4% | $10,010-73.9% | $11,426-77.1% |