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 | $185,643 | $160,055+16.0% | $140,016+32.6% | $135,375+37.1% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -4.54% | 911.38%-915.9pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,802 | $6,420-40.8% | $5,606-32.2% | $4,779-20.4% |
| Participant deferral / active EE | $7,193 | $7,642-5.9% | $6,927+3.8% | $5,609+28.2% |
| Admin fee / account holder | $1,233 | $13,328-90.7% | $10,705-88.5% | $10,827-88.6% |