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 | $169,136 | $138,044+22.5% | $125,339+34.9% | $134,475+25.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.10% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,412 | $5,243-54.0% | $4,814-49.9% | $4,740-49.1% |
| Participant deferral / active EE | $7,762 | $7,799-0.5% | $7,446+4.2% | $6,400+21.3% |
| Admin fee / account holder | $21,444 | $11,571+85.3% | $10,010+114.2% | $11,426+87.7% |