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 | $155,099 | $138,044+12.4% | $125,339+23.7% | $134,475+15.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.76% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,639 | $5,243-30.6% | $4,814-24.4% | $4,740-23.2% |
| Participant deferral / active EE | $14,285 | $7,799+83.2% | $7,446+91.8% | $6,400+123.2% |
| Admin fee / account holder | $7,972 | $11,571-31.1% | $10,010-20.4% | $11,426-30.2% |