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 | $174,156 | $138,044+26.2% | $125,339+38.9% | $134,475+29.5% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -19.55% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,816 | $5,243-46.3% | $4,814-41.5% | $4,740-40.6% |
| Participant deferral / active EE | $6,524 | $7,799-16.3% | $7,446-12.4% | $6,400+1.9% |
| Admin fee / account holder | $6,332 | $11,571-45.3% | $10,010-36.7% | $11,426-44.6% |