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 | $193,869 | $138,044+40.4% | $125,339+54.7% | $134,475+44.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.57% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,201 | $5,243-58.0% | $4,814-54.3% | $4,740-53.6% |
| Participant deferral / active EE | $3,378 | $7,799-56.7% | $7,446-54.6% | $6,400-47.2% |
| Admin fee / account holder | $1,775 | $11,571-84.7% | $10,010-82.3% | $11,426-84.5% |