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 | $167,138 | $138,044+21.1% | $125,339+33.3% | $134,475+24.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.20% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $6,790 | $5,243+29.5% | $4,814+41.1% | $4,740+43.3% |
| Participant deferral / active EE | $4,495 | $7,799-42.4% | $7,446-39.6% | $6,400-29.8% |
| Admin fee / account holder | $1,730 | $11,571-85.0% | $10,010-82.7% | $11,426-84.9% |