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 | $164,463 | $138,044+19.1% | $125,339+31.2% | $134,475+22.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.46% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,246 | $5,243-38.1% | $4,814-32.6% | $4,740-31.5% |
| Participant deferral / active EE | $10,643 | $7,799+36.5% | $7,446+42.9% | $6,400+66.3% |
| Admin fee / account holder | $6,383 | $11,571-44.8% | $10,010-36.2% | $11,426-44.1% |