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 | $153,115 | $160,055-4.3% | $140,016+9.4% | $135,375+13.1% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -4.86% | 911.38%-916.2pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,861 | $6,420-55.4% | $5,606-49.0% | $4,779-40.1% |
| Participant deferral / active EE | $8,315 | $7,642+8.8% | $6,927+20.0% | $5,609+48.3% |
| Admin fee / account holder | $11,549 | $13,328-13.3% | $10,705+7.9% | $10,827+6.7% |