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 | $156,680 | $138,044+13.5% | $125,339+25.0% | $134,475+16.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.31% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,006 | $5,243-61.7% | $4,814-58.3% | $4,740-57.7% |
| Participant deferral / active EE | $7,857 | $7,799+0.7% | $7,446+5.5% | $6,400+22.8% |
| Admin fee / account holder | $5,141 | $11,571-55.6% | $10,010-48.6% | $11,426-55.0% |