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 | $190,806 | $190,8050% | $159,960+19.3% | $134,475+41.9% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -16.09% | 552.23%-568.3pp | 408.60%-424.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $6,562 | $4,995+31.4% | $4,226+55.3% | $4,740+38.4% |
| Participant deferral / active EE | $20,115 | $6,923+190.5% | $6,182+225.4% | $6,400+214.3% |
| Admin fee / account holder | $1,946 | $10,471-81.4% | $8,698-77.6% | $11,426-83.0% |