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 | $218,249 | $138,044+58.1% | $125,339+74.1% | $134,475+62.3% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -19.07% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,650 | $5,243-30.4% | $4,814-24.2% | $4,740-23.0% |
| Participant deferral / active EE | $13,958 | $7,799+79.0% | $7,446+87.4% | $6,400+118.1% |
| Admin fee / account holder | $15,796 | $11,571+36.5% | $10,010+57.8% | $11,426+38.2% |