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 | $225,318 | $138,044+63.2% | $125,339+79.8% | $134,475+67.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,115 | $5,243-40.6% | $4,814-35.3% | $4,740-34.3% |
| Participant deferral / active EE | $5,831 | $7,799-25.2% | $7,446-21.7% | $6,400-8.9% |
| Admin fee / account holder | $4,790 | $11,571-58.6% | $10,010-52.1% | $11,426-58.1% |