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 | $197,792 | $138,044+43.3% | $125,339+57.8% | $134,475+47.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.21% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,323 | $5,243-55.7% | $4,814-51.7% | $4,740-51.0% |
| Participant deferral / active EE | $4,190 | $7,799-46.3% | $7,446-43.7% | $6,400-34.5% |
| Admin fee / account holder | $1,038 | $11,571-91.0% | $10,010-89.6% | $11,426-90.9% |