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 | $157,528 | $138,044+14.1% | $125,339+25.7% | $134,475+17.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.15% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,396 | $5,243-54.3% | $4,814-50.2% | $4,740-49.4% |
| Participant deferral / active EE | $6,533 | $7,799-16.2% | $7,446-12.3% | $6,400+2.1% |
| Admin fee / account holder | $133,487 | $11,571+1053.6% | $10,010+1233.6% | $11,426+1068.3% |