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 | $145,164 | $138,044+5.2% | $125,339+15.8% | $134,475+7.9% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -11.62% | 750.33%-761.9pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,649 | $5,243-49.5% | $4,814-45.0% | $4,740-44.1% |
| Participant deferral / active EE | $7,879 | $7,799+1.0% | $7,446+5.8% | $6,400+23.1% |
| Admin fee / account holder | $45,250 | $11,571+291.1% | $10,010+352.1% | $11,426+296.0% |