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 | $199,546 | $138,065+44.5% | $123,544+61.5% | $135,375+47.4% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -8.28% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,371 | $5,151-34.6% | $4,628-27.2% | $4,779-29.5% |
| Participant deferral / active EE | $11,600 | $6,799+70.6% | $6,426+80.5% | $5,609+106.8% |
| Admin fee / account holder | $21,041 | $10,916+92.8% | $9,284+126.6% | $10,827+94.3% |