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 | $170,793 | $138,044+23.7% | $125,339+36.3% | $134,475+27.0% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -13.56% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,606 | $5,243-50.3% | $4,814-45.9% | $4,740-45.0% |
| Participant deferral / active EE | $10,344 | $7,799+32.6% | $7,446+38.9% | $6,400+61.6% |
| Admin fee / account holder | $4,348 | $11,571-62.4% | $10,010-56.6% | $11,426-62.0% |