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 | $152,057 | $138,044+10.2% | $125,339+21.3% | $134,475+13.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.47% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,876 | $5,243+12.1% | $4,814+22.1% | $4,740+24.0% |
| Participant deferral / active EE | $4,388 | $7,799-43.7% | $7,446-41.1% | $6,400-31.4% |
| Admin fee / account holder | $753 | $11,571-93.5% | $10,010-92.5% | $11,426-93.4% |