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 | $246,684 | $138,044+78.7% | $125,339+96.8% | $134,475+83.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.02% | 750.33%-765.3pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,548 | $5,243-70.5% | $4,814-67.8% | $4,740-67.3% |
| Participant deferral / active EE | $12,471 | $7,799+59.9% | $7,446+67.5% | $6,400+94.9% |
| Admin fee / account holder | $13,984 | $11,571+20.9% | $10,010+39.7% | $11,426+22.4% |