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 | $215,355 | $138,044+56.0% | $125,339+71.8% | $134,475+60.1% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -15.64% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,251 | $5,243-38.0% | $4,814-32.5% | $4,740-31.4% |
| Participant deferral / active EE | $8,346 | $7,799+7.0% | $7,446+12.1% | $6,400+30.4% |
| Admin fee / account holder | $58,008 | $11,571+401.3% | $10,010+479.5% | $11,426+407.7% |