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 | $144,559 | $160,055-9.7% | $140,016+3.2% | $135,375+6.8% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -7.59% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,245 | $6,420-49.5% | $5,606-42.1% | $4,779-32.1% |
| Participant deferral / active EE | $6,644 | $7,642-13.1% | $6,927-4.1% | $5,609+18.5% |
| Admin fee / account holder | $2,576 | $13,328-80.7% | $10,705-75.9% | $10,827-76.2% |