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 | $195,857 | $138,044+41.9% | $125,339+56.3% | $134,475+45.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.12% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,471 | $5,243-72.0% | $4,814-69.4% | $4,740-69.0% |
| Participant deferral / active EE | $4,025 | $7,799-48.4% | $7,446-45.9% | $6,400-37.1% |
| Admin fee / account holder | $8,407 | $11,571-27.3% | $10,010-16.0% | $11,426-26.4% |