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 | $149,109 | $160,055-6.8% | $140,016+6.5% | $135,375+10.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -7.65% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $9,284 | $6,420+44.6% | $5,606+65.6% | $4,779+94.3% |
| Participant deferral / active EE | $5,750 | $7,642-24.8% | $6,927-17.0% | $5,609+2.5% |
| Admin fee / account holder | $950 | $13,328-92.9% | $10,705-91.1% | $10,827-91.2% |