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 | $229,502 | $180,449+27.2% | $154,107+48.9% | $135,375+69.5% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -7.11% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $15,905 | $6,035+163.6% | $5,298+200.2% | $4,779+232.8% |
| Participant deferral / active EE | $9,735 | $5,806+67.7% | $5,081+91.6% | $5,609+73.6% |
| Admin fee / account holder | $1,155 | $16,143-92.8% | $13,411-91.4% | $10,827-89.3% |