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 | $187,098 | $138,044+35.5% | $125,339+49.3% | $134,475+39.1% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -12.74% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,633 | $5,243-49.8% | $4,814-45.3% | $4,740-44.4% |
| Participant deferral / active EE | $3,051 | $7,799-60.9% | $7,446-59.0% | $6,400-52.3% |
| Admin fee / account holder | $58,688 | $11,571+407.2% | $10,010+486.3% | $11,426+413.6% |