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 | $155,032 | $138,044+12.3% | $125,339+23.7% | $134,475+15.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.28% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,337 | $5,243-36.4% | $4,814-30.7% | $4,740-29.6% |
| Participant deferral / active EE | $11,562 | $7,799+48.3% | $7,446+55.3% | $6,400+80.7% |
| Admin fee / account holder | $8,024 | $11,571-30.7% | $10,010-19.8% | $11,426-29.8% |