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 | $181,312 | $138,044+31.3% | $125,339+44.7% | $134,475+34.8% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -15.44% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,049 | $5,243-3.7% | $4,814+4.9% | $4,740+6.5% |
| Participant deferral / active EE | $10,876 | $7,799+39.5% | $7,446+46.1% | $6,400+69.9% |
| Admin fee / account holder | $3,269 | $11,571-71.8% | $10,010-67.3% | $11,426-71.4% |