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 | $220,807 | $138,044+60.0% | $125,339+76.2% | $134,475+64.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -19.12% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,256 | $5,243-18.8% | $4,814-11.6% | $4,740-10.2% |
| Participant deferral / active EE | $12,781 | $7,799+63.9% | $7,446+71.6% | $6,400+99.7% |
| Admin fee / account holder | $1,319 | $11,571-88.6% | $10,010-86.8% | $11,426-88.5% |