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 | $212,060 | $138,044+53.6% | $125,339+69.2% | $134,475+57.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.70% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,065 | $5,243-79.7% | $4,814-77.9% | $4,740-77.5% |
| Participant deferral / active EE | $6,400 | $7,799-17.9% | $7,446-14.1% | $6,4000% |
| Admin fee / account holder | $413 | $11,571-96.4% | $10,010-95.9% | $11,426-96.4% |