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 6-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 | $227,038 | $138,044+64.5% | $125,339+81.1% | $134,475+68.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.86% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,390 | $5,243-35.3% | $4,814-29.6% | $4,740-28.5% |
| Participant deferral / active EE | $15,474 | $7,799+98.4% | $7,446+107.8% | $6,400+141.8% |
| Admin fee / account holder | $6,867 | $11,571-40.7% | $10,010-31.4% | $11,426-39.9% |