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 | $147,927 | $138,044+7.2% | $125,339+18.0% | $134,475+10.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.79% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,234 | $5,243-38.3% | $4,814-32.8% | $4,740-31.8% |
| Participant deferral / active EE | $8,423 | $7,799+8.0% | $7,446+13.1% | $6,400+31.6% |
| Admin fee / account holder | $728 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |