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 | $215,597 | $160,055+34.7% | $140,016+54.0% | $135,375+59.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -5.22% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,108 | $6,420-67.2% | $5,606-62.4% | $4,779-55.9% |
| Participant deferral / active EE | $4,782 | $7,642-37.4% | $6,927-31.0% | $5,609-14.7% |
| Admin fee / account holder | $20,858 | $13,328+56.5% | $10,705+94.8% | $10,827+92.6% |