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 | $188,176 | $138,044+36.3% | $125,339+50.1% | $134,475+39.9% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -15.73% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $5,505 | $5,243+5.0% | $4,814+14.4% | $4,740+16.2% |
| Participant deferral / active EE | $5,022 | $7,799-35.6% | $7,446-32.6% | $6,400-21.5% |
| Admin fee / account holder | $1,043 | $11,571-91.0% | $10,010-89.6% | $11,426-90.9% |