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 | $189,218 | $190,805-0.8% | $159,960+18.3% | $134,475+40.7% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -15.20% | 552.23%-567.4pp | 408.60%-423.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,920 | $4,995-21.5% | $4,226-7.2% | $4,740-17.3% |
| Participant deferral / active EE | $17,101 | $6,923+147.0% | $6,182+176.6% | $6,400+167.2% |
| Admin fee / account holder | $19,435 | $10,471+85.6% | $8,698+123.4% | $11,426+70.1% |