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 | $236,890 | $138,044+71.6% | $125,339+89.0% | $134,475+76.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.13% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,076 | $5,243-60.4% | $4,814-56.9% | $4,740-56.2% |
| Participant deferral / active EE | $4,163 | $7,799-46.6% | $7,446-44.1% | $6,400-34.9% |
| Admin fee / account holder | $6,966 | $11,571-39.8% | $10,010-30.4% | $11,426-39.0% |