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 | $140,451 | $138,044+1.7% | $125,339+12.1% | $134,475+4.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,968 | $5,243-24.3% | $4,814-17.6% | $4,740-16.3% |
| Participant deferral / active EE | $8,310 | $7,799+6.6% | $7,446+11.6% | $6,400+29.9% |
| Admin fee / account holder | $6,891 | $11,571-40.5% | $10,010-31.2% | $11,426-39.7% |