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 | $185,733 | $138,044+34.5% | $125,339+48.2% | $134,475+38.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.99% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,323 | $5,243-55.7% | $4,814-51.8% | $4,740-51.0% |
| Participant deferral / active EE | $6,720 | $7,799-13.8% | $7,446-9.8% | $6,400+5.0% |
| Admin fee / account holder | $8,170 | $11,571-29.4% | $10,010-18.4% | $11,426-28.5% |