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 | $138,835 | $138,044+0.6% | $125,339+10.8% | $134,475+3.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.15% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $10,533 | $5,243+100.9% | $4,814+118.8% | $4,740+122.2% |
| Participant deferral / active EE | $11,168 | $7,799+43.2% | $7,446+50.0% | $6,400+74.5% |
| Admin fee / account holder | $8,727 | $11,571-24.6% | $10,010-12.8% | $11,426-23.6% |