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 | $246,578 | $138,044+78.6% | $125,339+96.7% | $134,475+83.4% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -16.14% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $9,430 | $5,243+79.8% | $4,814+95.9% | $4,740+99.0% |
| Participant deferral / active EE | $14,104 | $7,799+80.9% | $7,446+89.4% | $6,400+120.4% |
| Admin fee / account holder | $4,157 | $11,571-64.1% | $10,010-58.5% | $11,426-63.6% |