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 | $231,972 | $138,044+68.0% | $125,339+85.1% | $134,475+72.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.85% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $15,127 | $5,243+188.5% | $4,814+214.2% | $4,740+219.2% |
| Participant deferral / active EE | $10,042 | $7,799+28.8% | $7,446+34.9% | $6,400+56.9% |
| Admin fee / account holder | $64,563 | $11,571+458.0% | $10,010+545.0% | $11,426+465.1% |