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 | $203,585 | $138,044+47.5% | $125,339+62.4% | $134,475+51.4% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -12.97% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,065 | $5,243-79.7% | $4,814-77.9% | $4,740-77.5% |
| Participant deferral / active EE | $7,402 | $7,799-5.1% | $7,446-0.6% | $6,400+15.7% |
| Admin fee / account holder | $38,951 | $11,571+236.6% | $10,010+289.1% | $11,426+240.9% |