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 | $184,857 | $160,055+15.5% | $140,016+32.0% | $135,375+36.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -5.02% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,052 | $6,420-21.3% | $5,606-9.9% | $4,779+5.7% |
| Participant deferral / active EE | $9,820 | $7,642+28.5% | $6,927+41.8% | $5,609+75.1% |
| Admin fee / account holder | $89,671 | $13,328+572.8% | $10,705+737.6% | $10,827+728.2% |