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 | $161,962 | $138,044+17.3% | $125,339+29.2% | $134,475+20.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -18.52% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $10,163 | $5,243+93.8% | $4,814+111.1% | $4,740+114.4% |
| Participant deferral / active EE | $12,114 | $7,799+55.3% | $7,446+62.7% | $6,400+89.3% |
| Admin fee / account holder | $20,831 | $11,571+80.0% | $10,010+108.1% | $11,426+82.3% |