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 | $219,608 | $138,044+59.1% | $125,339+75.2% | $134,475+63.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.02% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,390 | $5,243-73.5% | $4,814-71.1% | $4,740-70.7% |
| Participant deferral / active EE | $13,957 | $7,799+79.0% | $7,446+87.4% | $6,400+118.1% |
| Admin fee / account holder | $53,639 | $11,571+363.5% | $10,010+435.9% | $11,426+369.4% |