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 | $158,343 | $138,044+14.7% | $125,339+26.3% | $134,475+17.7% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -8.47% | 750.33%-758.8pp | 572.05%-580.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $8,182 | $5,243+56.0% | $4,814+70.0% | $4,740+72.6% |
| Participant deferral / active EE | $8,137 | $7,799+4.3% | $7,446+9.3% | $6,400+27.1% |
| Admin fee / account holder | $22,068 | $11,571+90.7% | $10,010+120.5% | $11,426+93.1% |