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 | $216,247 | $138,044+56.7% | $125,339+72.5% | $134,475+60.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.04% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,714 | $5,243-48.2% | $4,814-43.6% | $4,740-42.7% |
| Participant deferral / active EE | $4,713 | $7,799-39.6% | $7,446-36.7% | $6,400-26.4% |
| Admin fee / account holder | $8,580 | $11,571-25.8% | $10,010-14.3% | $11,426-24.9% |