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 | $140,313 | $138,044+1.6% | $125,339+11.9% | $134,475+4.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,914 | $5,243-44.4% | $4,814-39.5% | $4,740-38.5% |
| Participant deferral / active EE | $7,382 | $7,799-5.3% | $7,446-0.9% | $6,400+15.4% |
| Admin fee / account holder | $16,792 | $11,571+45.1% | $10,010+67.8% | $11,426+47.0% |