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 | $198,750 | $138,044+44.0% | $125,339+58.6% | $134,475+47.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.23% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,218 | $5,243+18.6% | $4,814+29.2% | $4,740+31.2% |
| Participant deferral / active EE | $13,878 | $7,799+78.0% | $7,446+86.4% | $6,400+116.9% |
| Admin fee / account holder | $72,973 | $11,571+530.6% | $10,010+629.0% | $11,426+538.7% |