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 | $214,651 | $138,044+55.5% | $125,339+71.3% | $134,475+59.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.02% | 750.33%-765.3pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,581 | $5,243-12.6% | $4,814-4.8% | $4,740-3.3% |
| Participant deferral / active EE | $8,825 | $7,799+13.2% | $7,446+18.5% | $6,400+37.9% |
| Admin fee / account holder | $1,467 | $11,571-87.3% | $10,010-85.3% | $11,426-87.2% |