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 | $154,914 | $138,044+12.2% | $125,339+23.6% | $134,475+15.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -16.39% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,021 | $5,243-61.5% | $4,814-58.0% | $4,740-57.4% |
| Participant deferral / active EE | $7,541 | $7,799-3.3% | $7,446+1.3% | $6,400+17.8% |
| Admin fee / account holder | $11,505 | $11,571-0.6% | $10,010+14.9% | $11,426+0.7% |