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 | $140,643 | $138,065+1.9% | $123,544+13.8% | $135,375+3.9% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -1.95% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $7,734 | $5,151+50.1% | $4,628+67.1% | $4,779+61.8% |
| Participant deferral / active EE | $13,254 | $6,799+94.9% | $6,426+106.3% | $5,609+136.3% |
| Admin fee / account holder | $2,221 | $10,916-79.7% | $9,284-76.1% | $10,827-79.5% |