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 | $147,702 | $138,044+7.0% | $125,339+17.8% | $134,475+9.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -9.55% | 750.33%-759.9pp | 572.05%-581.6pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,149 | $5,243-39.9% | $4,814-34.6% | $4,740-33.6% |
| Participant deferral / active EE | $10,665 | $7,799+36.8% | $7,446+43.2% | $6,400+66.7% |
| Admin fee / account holder | $19,297 | $11,571+66.8% | $10,010+92.8% | $11,426+68.9% |