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 | $174,829 | $138,044+26.6% | $125,339+39.5% | $134,475+30.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -15.20% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $7,901 | $5,243+50.7% | $4,814+64.1% | $4,740+66.7% |
| Participant deferral / active EE | $2,930 | $7,799-62.4% | $7,446-60.7% | $6,400-54.2% |
| Admin fee / account holder | $8,475 | $11,571-26.8% | $10,010-15.3% | $11,426-25.8% |