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 | $156,493 | $180,449-13.3% | $154,107+1.5% | $135,375+15.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -6.82% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,200 | $6,035-63.5% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $11,206 | $5,806+93.0% | $5,081+120.6% | $5,609+99.8% |
| Admin fee / account holder | $455 | $16,143-97.2% | $13,411-96.6% | $10,827-95.8% |