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 | $177,677 | $138,044+28.7% | $125,339+41.8% | $134,475+32.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.44% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $8,168 | $5,243+55.8% | $4,814+69.7% | $4,740+72.3% |
| Participant deferral / active EE | $17,369 | $7,799+122.7% | $7,446+133.2% | $6,400+171.4% |
| Admin fee / account holder | $17,669 | $11,571+52.7% | $10,010+76.5% | $11,426+54.6% |