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 | $152,801 | $138,044+10.7% | $125,339+21.9% | $134,475+13.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.18% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,167 | $5,243-20.5% | $4,814-13.4% | $4,740-12.1% |
| Participant deferral / active EE | $9,447 | $7,799+21.1% | $7,446+26.9% | $6,400+47.6% |
| Admin fee / account holder | $7,968 | $11,571-31.1% | $10,010-20.4% | $11,426-30.3% |