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 | $149,197 | $138,044+8.1% | $125,339+19.0% | $134,475+10.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -4.62% | 750.33%-754.9pp | 572.05%-576.7pp | 417.96%-422.6pp |
| Employer contribution / active EE | $1,802 | $5,243-65.6% | $4,814-62.6% | $4,740-62.0% |
| Participant deferral / active EE | $8,098 | $7,799+3.8% | $7,446+8.7% | $6,400+26.5% |
| Admin fee / account holder | $97,239 | $11,571+740.4% | $10,010+871.5% | $11,426+751.0% |