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 | $144,567 | $138,044+4.7% | $125,339+15.3% | $134,475+7.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -1.88% | 750.33%-752.2pp | 572.05%-573.9pp | 417.96%-419.8pp |
| Employer contribution / active EE | $1,056 | $5,243-79.9% | $4,814-78.1% | $4,740-77.7% |
| Participant deferral / active EE | $6,007 | $7,799-23.0% | $7,446-19.3% | $6,400-6.1% |
| Admin fee / account holder | $1,008 | $11,571-91.3% | $10,010-89.9% | $11,426-91.2% |