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 | $139,619 | $138,044+1.1% | $125,339+11.4% | $134,475+3.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -9.83% | 750.33%-760.2pp | 572.05%-581.9pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,633 | $5,243-68.9% | $4,814-66.1% | $4,740-65.5% |
| Participant deferral / active EE | $4,314 | $7,799-44.7% | $7,446-42.1% | $6,400-32.6% |
| Admin fee / account holder | $562 | $11,571-95.1% | $10,010-94.4% | $11,426-95.1% |