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 | $233,294 | $138,044+69.0% | $125,339+86.1% | $134,475+73.5% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -15.60% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,797 | $5,243-65.7% | $4,814-62.7% | $4,740-62.1% |
| Participant deferral / active EE | $13,999 | $7,799+79.5% | $7,446+88.0% | $6,400+118.7% |
| Admin fee / account holder | $3,430 | $11,571-70.4% | $10,010-65.7% | $11,426-70.0% |