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 | $188,915 | $138,044+36.9% | $125,339+50.7% | $134,475+40.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.28% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,687 | $5,243-29.7% | $4,814-23.4% | $4,740-22.2% |
| Participant deferral / active EE | $5,599 | $7,799-28.2% | $7,446-24.8% | $6,400-12.5% |
| Admin fee / account holder | $9,655 | $11,571-16.6% | $10,010-3.5% | $11,426-15.5% |