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 | $128,181 | $180,449-29.0% | $154,107-16.8% | $135,375-5.3% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -3.70% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $7,106 | $6,035+17.7% | $5,298+34.1% | $4,779+48.7% |
| Participant deferral / active EE | $6,024 | $5,806+3.8% | $5,081+18.6% | $5,609+7.4% |
| Admin fee / account holder | $47,589 | $16,143+194.8% | $13,411+254.9% | $10,827+339.5% |