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 | $164,720 | $138,044+19.3% | $125,339+31.4% | $134,475+22.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.33% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,149 | $5,243-39.9% | $4,814-34.6% | $4,740-33.6% |
| Participant deferral / active EE | $4,062 | $7,799-47.9% | $7,446-45.4% | $6,400-36.5% |
| Admin fee / account holder | $173,906 | $11,571+1402.9% | $10,010+1637.4% | $11,426+1422.0% |