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 | $179,768 | $138,044+30.2% | $125,339+43.4% | $134,475+33.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,206 | $5,243-38.9% | $4,814-33.4% | $4,740-32.4% |
| Participant deferral / active EE | $9,349 | $7,799+19.9% | $7,446+25.6% | $6,400+46.1% |
| Admin fee / account holder | $2,587 | $11,571-77.6% | $10,010-74.2% | $11,426-77.4% |