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 | $148,158 | $180,449-17.9% | $154,107-3.9% | $135,375+9.4% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -6.62% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,029 | $6,035-33.2% | $5,298-23.9% | $4,779-15.7% |
| Participant deferral / active EE | $5,005 | $5,806-13.8% | $5,081-1.5% | $5,609-10.8% |
| Admin fee / account holder | $6,000 | $16,143-62.8% | $13,411-55.3% | $10,827-44.6% |