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 | $208,258 | $138,044+50.9% | $125,339+66.2% | $134,475+54.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.19% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $16,697 | $5,243+218.4% | $4,814+246.9% | $4,740+252.3% |
| Participant deferral / active EE | $11,438 | $7,799+46.7% | $7,446+53.6% | $6,400+78.7% |
| Admin fee / account holder | $20,042 | $11,571+73.2% | $10,010+100.2% | $11,426+75.4% |