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 | $166,818 | $180,449-7.6% | $154,107+8.2% | $135,375+23.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.25% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $7,509 | $6,035+24.4% | $5,298+41.8% | $4,779+57.1% |
| Participant deferral / active EE | $6,463 | $5,806+11.3% | $5,081+27.2% | $5,609+15.2% |
| Admin fee / account holder | $27,387 | $16,143+69.7% | $13,411+104.2% | $10,827+152.9% |