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 | $166,399 | $138,044+20.5% | $125,339+32.8% | $134,475+23.7% |
| Participation rate | 76.2% | 84.5%-8.3pp | 82.4%-6.2pp | 81.2%-5.0pp |
| Annual return | -19.17% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,443 | $5,243-15.3% | $4,814-7.7% | $4,740-6.3% |
| Participant deferral / active EE | $7,894 | $7,799+1.2% | $7,446+6.0% | $6,400+23.3% |
| Admin fee / account holder | $837 | $11,571-92.8% | $10,010-91.6% | $11,426-92.7% |