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 | $160,758 | $138,044+16.5% | $125,339+28.3% | $134,475+19.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.32% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,098 | $5,243-21.8% | $4,814-14.9% | $4,740-13.5% |
| Participant deferral / active EE | $8,893 | $7,799+14.0% | $7,446+19.4% | $6,400+39.0% |
| Admin fee / account holder | $91,364 | $11,571+689.6% | $10,010+812.8% | $11,426+699.6% |