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 7-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 | $193,765 | $138,044+40.4% | $125,339+54.6% | $134,475+44.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,972 | $5,243-43.3% | $4,814-38.3% | $4,740-37.3% |
| Participant deferral / active EE | $9,264 | $7,799+18.8% | $7,446+24.4% | $6,400+44.8% |
| Admin fee / account holder | $621 | $11,571-94.6% | $10,010-93.8% | $11,426-94.6% |