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 | $192,932 | $138,044+39.8% | $125,339+53.9% | $134,475+43.5% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -19.31% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $23,869 | $5,243+355.2% | $4,814+395.9% | $4,740+403.6% |
| Participant deferral / active EE | $12,270 | $7,799+57.3% | $7,446+64.8% | $6,400+91.7% |
| Admin fee / account holder | $10,763 | $11,571-7.0% | $10,010+7.5% | $11,426-5.8% |