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 | $220,801 | $138,044+59.9% | $125,339+76.2% | $134,475+64.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.24% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,953 | $5,243-5.5% | $4,814+2.9% | $4,740+4.5% |
| Participant deferral / active EE | $14,358 | $7,799+84.1% | $7,446+92.8% | $6,400+124.3% |
| Admin fee / account holder | $560 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |