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 | $153,115 | $138,044+10.9% | $125,339+22.2% | $134,475+13.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -18.37% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,569 | $5,243-31.9% | $4,814-25.9% | $4,740-24.7% |
| Participant deferral / active EE | $5,254 | $7,799-32.6% | $7,446-29.4% | $6,400-17.9% |
| Admin fee / account holder | $919 | $11,571-92.1% | $10,010-90.8% | $11,426-92.0% |