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 | $213,721 | $138,044+54.8% | $125,339+70.5% | $134,475+58.9% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -16.79% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,172 | $5,243-39.5% | $4,814-34.1% | $4,740-33.1% |
| Participant deferral / active EE | $9,991 | $7,799+28.1% | $7,446+34.2% | $6,400+56.1% |
| Admin fee / account holder | $2,573 | $11,571-77.8% | $10,010-74.3% | $11,426-77.5% |