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 | $192,723 | $138,044+39.6% | $125,339+53.8% | $134,475+43.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -11.09% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,725 | $5,243-48.0% | $4,814-43.4% | $4,740-42.5% |
| Participant deferral / active EE | $8,874 | $7,799+13.8% | $7,446+19.2% | $6,400+38.7% |
| Admin fee / account holder | $19,617 | $11,571+69.5% | $10,010+96.0% | $11,426+71.7% |