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 | $178,757 | $138,044+29.5% | $125,339+42.6% | $134,475+32.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $12,845 | $5,243+145.0% | $4,814+166.8% | $4,740+171.0% |
| Participant deferral / active EE | $11,938 | $7,799+53.1% | $7,446+60.3% | $6,400+86.5% |
| Admin fee / account holder | $17,696 | $11,571+52.9% | $10,010+76.8% | $11,426+54.9% |