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 | $144,930 | $138,044+5.0% | $125,339+15.6% | $134,475+7.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,396 | $5,243-54.3% | $4,814-50.2% | $4,740-49.4% |
| Participant deferral / active EE | $12,496 | $7,799+60.2% | $7,446+67.8% | $6,400+95.3% |
| Admin fee / account holder | $13,305 | $11,571+15.0% | $10,010+32.9% | $11,426+16.4% |