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 | $156,380 | $138,044+13.3% | $125,339+24.8% | $134,475+16.3% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -19.80% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $16,207 | $5,243+209.1% | $4,814+236.7% | $4,740+242.0% |
| Participant deferral / active EE | $13,306 | $7,799+70.6% | $7,446+78.7% | $6,400+107.9% |
| Admin fee / account holder | $7,041 | $11,571-39.2% | $10,010-29.7% | $11,426-38.4% |