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 | $240,153 | $138,044+74.0% | $125,339+91.6% | $134,475+78.6% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -14.55% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $12,203 | $5,243+132.7% | $4,814+153.5% | $4,740+157.5% |
| Participant deferral / active EE | $14,379 | $7,799+84.4% | $7,446+93.1% | $6,400+124.7% |
| Admin fee / account holder | $3,154 | $11,571-72.7% | $10,010-68.5% | $11,426-72.4% |