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 | $141,135 | $138,044+2.2% | $125,339+12.6% | $134,475+5.0% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -16.20% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,882 | $5,243-64.1% | $4,814-60.9% | $4,740-60.3% |
| Participant deferral / active EE | $5,127 | $7,799-34.3% | $7,446-31.1% | $6,400-19.9% |
| Admin fee / account holder | $4,131 | $11,571-64.3% | $10,010-58.7% | $11,426-63.8% |