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 | $158,829 | $180,449-12.0% | $154,107+3.1% | $135,375+17.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.28% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $10,923 | $6,035+81.0% | $5,298+106.2% | $4,779+128.6% |
| Participant deferral / active EE | $6,330 | $5,806+9.0% | $5,081+24.6% | $5,609+12.9% |
| Admin fee / account holder | $782 | $16,143-95.2% | $13,411-94.2% | $10,827-92.8% |