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 | $197,135 | $138,044+42.8% | $125,339+57.3% | $134,475+46.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.09% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,311 | $5,243-36.8% | $4,814-31.2% | $4,740-30.1% |
| Participant deferral / active EE | $8,945 | $7,799+14.7% | $7,446+20.1% | $6,400+39.8% |
| Admin fee / account holder | $406 | $11,571-96.5% | $10,010-95.9% | $11,426-96.4% |