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 | $242,563 | $138,044+75.7% | $125,339+93.5% | $134,475+80.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.86% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,490 | $5,243-52.5% | $4,814-48.3% | $4,740-47.5% |
| Participant deferral / active EE | $7,415 | $7,799-4.9% | $7,446-0.4% | $6,400+15.9% |
| Admin fee / account holder | $506 | $11,571-95.6% | $10,010-94.9% | $11,426-95.6% |