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 | $142,594 | $138,044+3.3% | $125,339+13.8% | $134,475+6.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -19.26% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $5,023 | $5,243-4.2% | $4,814+4.4% | $4,740+6.0% |
| Participant deferral / active EE | $10,407 | $7,799+33.4% | $7,446+39.8% | $6,400+62.6% |
| Admin fee / account holder | $3,073 | $11,571-73.4% | $10,010-69.3% | $11,426-73.1% |