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 | $215,892 | $138,044+56.4% | $125,339+72.2% | $134,475+60.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.31% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,755 | $5,243-28.4% | $4,814-22.0% | $4,740-20.8% |
| Participant deferral / active EE | $8,942 | $7,799+14.7% | $7,446+20.1% | $6,400+39.7% |
| Admin fee / account holder | $3,649 | $11,571-68.5% | $10,010-63.5% | $11,426-68.1% |