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 | $190,550 | $180,449+5.6% | $154,107+23.6% | $135,375+40.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.22% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,455 | $6,035-26.2% | $5,298-15.9% | $4,779-6.8% |
| Participant deferral / active EE | $6,822 | $5,806+17.5% | $5,081+34.3% | $5,609+21.6% |
| Admin fee / account holder | $1,499 | $16,143-90.7% | $13,411-88.8% | $10,827-86.2% |