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 | $154,114 | $138,044+11.6% | $125,339+23.0% | $134,475+14.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -9.39% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $4,758 | $5,243-9.3% | $4,814-1.2% | $4,740+0.4% |
| Participant deferral / active EE | $9,078 | $7,799+16.4% | $7,446+21.9% | $6,400+41.8% |
| Admin fee / account holder | $22,385 | $11,571+93.5% | $10,010+123.6% | $11,426+95.9% |