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 | $200,718 | $138,044+45.4% | $125,339+60.1% | $134,475+49.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.97% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,173 | $5,243-1.3% | $4,814+7.5% | $4,740+9.1% |
| Participant deferral / active EE | $11,885 | $7,799+52.4% | $7,446+59.6% | $6,400+85.7% |
| Admin fee / account holder | $3,503 | $11,571-69.7% | $10,010-65.0% | $11,426-69.3% |