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 | $146,816 | $138,044+6.4% | $125,339+17.1% | $134,475+9.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -13.69% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,149 | $5,243-78.1% | $4,814-76.1% | $4,740-75.8% |
| Participant deferral / active EE | $11,486 | $7,799+47.3% | $7,446+54.3% | $6,400+79.5% |
| Admin fee / account holder | $25,972 | $11,571+124.5% | $10,010+159.5% | $11,426+127.3% |