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 | $165,957 | $138,044+20.2% | $125,339+32.4% | $134,475+23.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.27% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,675 | $5,243-10.8% | $4,814-2.9% | $4,740-1.4% |
| Participant deferral / active EE | $9,473 | $7,799+21.5% | $7,446+27.2% | $6,400+48.0% |
| Admin fee / account holder | $6,269 | $11,571-45.8% | $10,010-37.4% | $11,426-45.1% |