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 | $186,474 | $180,449+3.3% | $154,107+21.0% | $135,375+37.7% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -6.53% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $8,947 | $6,035+48.3% | $5,298+68.9% | $4,779+87.2% |
| Participant deferral / active EE | $4,954 | $5,806-14.7% | $5,081-2.5% | $5,609-11.7% |
| Admin fee / account holder | $4,998 | $16,143-69.0% | $13,411-62.7% | $10,827-53.8% |