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 | $218,223 | $180,449+20.9% | $154,107+41.6% | $135,375+61.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.76% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,034 | $6,035-49.7% | $5,298-42.7% | $4,779-36.5% |
| Participant deferral / active EE | $7,014 | $5,806+20.8% | $5,081+38.1% | $5,609+25.0% |
| Admin fee / account holder | $557 | $16,143-96.6% | $13,411-95.8% | $10,827-94.9% |