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 | $226,546 | $138,044+64.1% | $125,339+80.7% | $134,475+68.5% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -9.14% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,013 | $5,243-61.6% | $4,814-58.2% | $4,740-57.5% |
| Participant deferral / active EE | $6,304 | $7,799-19.2% | $7,446-15.3% | $6,400-1.5% |
| Admin fee / account holder | $22,296 | $11,571+92.7% | $10,010+122.7% | $11,426+95.1% |