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 | $195,566 | $138,044+41.7% | $125,339+56.0% | $134,475+45.4% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -13.79% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,923 | $5,243-44.3% | $4,814-39.3% | $4,740-38.3% |
| Participant deferral / active EE | $5,881 | $7,799-24.6% | $7,446-21.0% | $6,400-8.1% |
| Admin fee / account holder | $5,754 | $11,571-50.3% | $10,010-42.5% | $11,426-49.6% |