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 | $165,410 | $138,044+19.8% | $125,339+32.0% | $134,475+23.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.21% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $10,460 | $5,243+99.5% | $4,814+117.3% | $4,740+120.7% |
| Participant deferral / active EE | $5,215 | $7,799-33.1% | $7,446-30.0% | $6,400-18.5% |
| Admin fee / account holder | $494 | $11,571-95.7% | $10,010-95.1% | $11,426-95.7% |