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 | $230,940 | $138,044+67.3% | $125,339+84.3% | $134,475+71.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.11% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,782 | $5,243-46.9% | $4,814-42.2% | $4,740-41.3% |
| Participant deferral / active EE | $11,142 | $7,799+42.9% | $7,446+49.6% | $6,400+74.1% |
| Admin fee / account holder | $1,491 | $11,571-87.1% | $10,010-85.1% | $11,426-87.0% |