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 | $188,933 | $138,044+36.9% | $125,339+50.7% | $134,475+40.5% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.60% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,170 | $5,243-39.6% | $4,814-34.2% | $4,740-33.1% |
| Participant deferral / active EE | $7,497 | $7,799-3.9% | $7,446+0.7% | $6,400+17.2% |
| Admin fee / account holder | $24,696 | $11,571+113.4% | $10,010+146.7% | $11,426+116.1% |