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 | $175,083 | $138,044+26.8% | $125,339+39.7% | $134,475+30.2% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -18.40% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,890 | $5,243-44.9% | $4,814-40.0% | $4,740-39.0% |
| Participant deferral / active EE | $6,792 | $7,799-12.9% | $7,446-8.8% | $6,400+6.1% |
| Admin fee / account holder | $2,920 | $11,571-74.8% | $10,010-70.8% | $11,426-74.4% |