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 | $144,135 | $138,044+4.4% | $125,339+15.0% | $134,475+7.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.70% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,192 | $5,243-58.2% | $4,814-54.5% | $4,740-53.8% |
| Participant deferral / active EE | $9,033 | $7,799+15.8% | $7,446+21.3% | $6,400+41.1% |
| Admin fee / account holder | $7,534 | $11,571-34.9% | $10,010-24.7% | $11,426-34.1% |