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 | $149,948 | $138,044+8.6% | $125,339+19.6% | $134,475+11.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.41% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,342 | $5,243-55.3% | $4,814-51.4% | $4,740-50.6% |
| Participant deferral / active EE | $8,073 | $7,799+3.5% | $7,446+8.4% | $6,400+26.1% |
| Admin fee / account holder | $4,538 | $11,571-60.8% | $10,010-54.7% | $11,426-60.3% |