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 | $234,429 | $138,044+69.8% | $125,339+87.0% | $134,475+74.3% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -18.27% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,547 | $5,243-70.5% | $4,814-67.9% | $4,740-67.4% |
| Participant deferral / active EE | $7,819 | $7,799+0.3% | $7,446+5.0% | $6,400+22.2% |
| Admin fee / account holder | $12,578 | $11,571+8.7% | $10,010+25.7% | $11,426+10.1% |