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 | $150,306 | $138,044+8.9% | $125,339+19.9% | $134,475+11.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -12.90% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,880 | $5,243-26.0% | $4,814-19.4% | $4,740-18.1% |
| Participant deferral / active EE | $10,275 | $7,799+31.8% | $7,446+38.0% | $6,400+60.6% |
| Admin fee / account holder | $55,369 | $11,571+378.5% | $10,010+453.2% | $11,426+384.6% |