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 | $175,913 | $138,044+27.4% | $125,339+40.3% | $134,475+30.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.95% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,178 | $5,243-77.5% | $4,814-75.5% | $4,740-75.2% |
| Participant deferral / active EE | $9,147 | $7,799+17.3% | $7,446+22.8% | $6,400+42.9% |
| Admin fee / account holder | $6,062 | $11,571-47.6% | $10,010-39.4% | $11,426-46.9% |