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 | $180,442 | $138,044+30.7% | $125,339+44.0% | $134,475+34.2% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -19.35% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,073 | $5,243-41.4% | $4,814-36.2% | $4,740-35.2% |
| Participant deferral / active EE | $9,982 | $7,799+28.0% | $7,446+34.1% | $6,400+56.0% |
| Admin fee / account holder | $4,336 | $11,571-62.5% | $10,010-56.7% | $11,426-62.1% |