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 | $185,653 | $138,044+34.5% | $125,339+48.1% | $134,475+38.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.08% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,737 | $5,243-66.9% | $4,814-63.9% | $4,740-63.4% |
| Participant deferral / active EE | $11,338 | $7,799+45.4% | $7,446+52.3% | $6,400+77.2% |
| Admin fee / account holder | $36,851 | $11,571+218.5% | $10,010+268.2% | $11,426+222.5% |