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 | $154,216 | $138,044+11.7% | $125,339+23.0% | $134,475+14.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.85% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $7,823 | $5,243+49.2% | $4,814+62.5% | $4,740+65.0% |
| Participant deferral / active EE | $7,727 | $7,799-0.9% | $7,446+3.8% | $6,400+20.7% |
| Admin fee / account holder | $477 | $11,571-95.9% | $10,010-95.2% | $11,426-95.8% |