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 | $141,859 | $138,065+2.7% | $123,544+14.8% | $135,375+4.8% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.01% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $22,433 | $5,151+335.5% | $4,628+384.8% | $4,779+369.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,345 | $10,916+22.3% | $9,284+43.7% | $10,827+23.3% |