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 | $183,828 | $138,044+33.2% | $125,339+46.7% | $134,475+36.7% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -14.70% | 750.33%-765.0pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $7,917 | $5,243+51.0% | $4,814+64.5% | $4,740+67.0% |
| Participant deferral / active EE | $10,759 | $7,799+38.0% | $7,446+44.5% | $6,400+68.1% |
| Admin fee / account holder | $11,713 | $11,571+1.2% | $10,010+17.0% | $11,426+2.5% |