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 6-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 | $155,084 | $138,044+12.3% | $125,339+23.7% | $134,475+15.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -19.27% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,910 | $5,243-44.5% | $4,814-39.6% | $4,740-38.6% |
| Participant deferral / active EE | $6,715 | $7,799-13.9% | $7,446-9.8% | $6,400+4.9% |
| Admin fee / account holder | $1,196 | $11,571-89.7% | $10,010-88.1% | $11,426-89.5% |