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 | $160,346 | $190,805-16.0% | $159,960+0.2% | $134,475+19.2% |
| Participation rate | 90.5% | 81.9%+8.5pp | 78.0%+12.5pp | 81.2%+9.3pp |
| Annual return | -16.07% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,365 | $4,995-52.7% | $4,226-44.0% | $4,740-50.1% |
| Participant deferral / active EE | $12,004 | $6,923+73.4% | $6,182+94.2% | $6,400+87.6% |
| Admin fee / account holder | $20,572 | $10,471+96.5% | $8,698+136.5% | $11,426+80.1% |