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 | $150,981 | $135,635+11.3% | $110,238+37.0% | $135,375+11.5% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -7.48% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,283 | $4,906-33.1% | $3,826-14.2% | $4,779-31.3% |
| Participant deferral / active EE | $5,907 | $5,506+7.3% | $4,672+26.4% | $5,609+5.3% |
| Admin fee / account holder | $499 | $11,457-95.6% | $8,547-94.2% | $10,827-95.4% |