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 | $236,606 | $138,044+71.4% | $125,339+88.8% | $134,475+75.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.45% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,276 | $5,243-56.6% | $4,814-52.7% | $4,740-52.0% |
| Participant deferral / active EE | $7,122 | $7,799-8.7% | $7,446-4.4% | $6,400+11.3% |
| Admin fee / account holder | $2,327 | $11,571-79.9% | $10,010-76.8% | $11,426-79.6% |