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 | $148,388 | $138,044+7.5% | $125,339+18.4% | $134,475+10.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -11.46% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,583 | $5,243-12.6% | $4,814-4.8% | $4,740-3.3% |
| Participant deferral / active EE | $9,155 | $7,799+17.4% | $7,446+22.9% | $6,400+43.0% |
| Admin fee / account holder | $51,575 | $11,571+345.7% | $10,010+415.3% | $11,426+351.4% |