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 | $221,950 | $138,044+60.8% | $125,339+77.1% | $134,475+65.0% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -13.85% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,528 | $5,243-70.9% | $4,814-68.3% | $4,740-67.8% |
| Participant deferral / active EE | $8,401 | $7,799+7.7% | $7,446+12.8% | $6,400+31.3% |
| Admin fee / account holder | $24,513 | $11,571+111.8% | $10,010+144.9% | $11,426+114.5% |