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 | $215,299 | $135,635+58.7% | $110,238+95.3% | $135,375+59.0% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -4.12% | 513.19%-517.3pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,264 | $4,906-74.2% | $3,826-67.0% | $4,779-73.6% |
| Participant deferral / active EE | $7,876 | $5,506+43.0% | $4,672+68.6% | $5,609+40.4% |
| Admin fee / account holder | $8,968 | $11,457-21.7% | $8,547+4.9% | $10,827-17.2% |