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 | $160,495 | $180,449-11.1% | $154,107+4.1% | $135,375+18.6% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -6.69% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $8,304 | $6,035+37.6% | $5,298+56.8% | $4,779+73.8% |
| Participant deferral / active EE | $7,308 | $5,806+25.9% | $5,081+43.8% | $5,609+30.3% |
| Admin fee / account holder | $2,009 | $16,143-87.6% | $13,411-85.0% | $10,827-81.4% |