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 | $206,043 | $138,044+49.3% | $125,339+64.4% | $134,475+53.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.97% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,484 | $5,243-52.6% | $4,814-48.4% | $4,740-47.6% |
| Participant deferral / active EE | $5,576 | $7,799-28.5% | $7,446-25.1% | $6,400-12.9% |
| Admin fee / account holder | $1,956 | $11,571-83.1% | $10,010-80.5% | $11,426-82.9% |