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 | $152,792 | $138,044+10.7% | $125,339+21.9% | $134,475+13.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -13.76% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,677 | $5,243-10.8% | $4,814-2.8% | $4,740-1.3% |
| Participant deferral / active EE | $12,870 | $7,799+65.0% | $7,446+72.8% | $6,400+101.1% |
| Admin fee / account holder | $17,519 | $11,571+51.4% | $10,010+75.0% | $11,426+53.3% |