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 | $233,008 | $138,044+68.8% | $125,339+85.9% | $134,475+73.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.36% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,694 | $5,243-29.5% | $4,814-23.3% | $4,740-22.1% |
| Participant deferral / active EE | $9,717 | $7,799+24.6% | $7,446+30.5% | $6,400+51.8% |
| Admin fee / account holder | $4,754 | $11,571-58.9% | $10,010-52.5% | $11,426-58.4% |