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 | $230,917 | $138,044+67.3% | $125,339+84.2% | $134,475+71.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.58% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,871 | $5,243-26.2% | $4,814-19.6% | $4,740-18.3% |
| Participant deferral / active EE | $8,828 | $7,799+13.2% | $7,446+18.5% | $6,400+37.9% |
| Admin fee / account holder | $7,913 | $11,571-31.6% | $10,010-20.9% | $11,426-30.7% |