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 | $139,838 | $138,044+1.3% | $125,339+11.6% | $134,475+4.0% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -8.68% | 750.33%-759.0pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $6,321 | $5,243+20.5% | $4,814+31.3% | $4,740+33.4% |
| Participant deferral / active EE | $4,167 | $7,799-46.6% | $7,446-44.0% | $6,400-34.9% |
| Admin fee / account holder | $4,311 | $11,571-62.7% | $10,010-56.9% | $11,426-62.3% |