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 | $132,167 | $138,044-4.3% | $125,339+5.4% | $134,475-1.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -0.84% | 750.33%-751.2pp | 572.05%-572.9pp | 417.96%-418.8pp |
| Employer contribution / active EE | $7,527 | $5,243+43.6% | $4,814+56.4% | $4,740+58.8% |
| Participant deferral / active EE | $5,500 | $7,799-29.5% | $7,446-26.1% | $6,400-14.1% |
| Admin fee / account holder | $13,905 | $11,571+20.2% | $10,010+38.9% | $11,426+21.7% |