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 | $190,323 | $160,055+18.9% | $140,016+35.9% | $135,375+40.6% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | -7.98% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $6,082 | $6,420-5.3% | $5,606+8.5% | $4,779+27.3% |
| Participant deferral / active EE | $13,618 | $7,642+78.2% | $6,927+96.6% | $5,609+142.8% |
| Admin fee / account holder | $1,035 | $13,328-92.2% | $10,705-90.3% | $10,827-90.4% |