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 | $210,832 | $138,044+52.7% | $125,339+68.2% | $134,475+56.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.46% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,527 | $5,243-51.8% | $4,814-47.5% | $4,740-46.7% |
| Participant deferral / active EE | $10,478 | $7,799+34.4% | $7,446+40.7% | $6,400+63.7% |
| Admin fee / account holder | $69,664 | $11,571+502.0% | $10,010+596.0% | $11,426+509.7% |