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 | $187,752 | $138,044+36.0% | $125,339+49.8% | $134,475+39.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.82% | 750.33%-768.1pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,221 | $5,243-38.6% | $4,814-33.1% | $4,740-32.0% |
| Participant deferral / active EE | $10,248 | $7,799+31.4% | $7,446+37.6% | $6,400+60.1% |
| Admin fee / account holder | $1,360 | $11,571-88.2% | $10,010-86.4% | $11,426-88.1% |