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 | $187,508 | $138,044+35.8% | $125,339+49.6% | $134,475+39.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.69% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,224 | $5,243-19.4% | $4,814-12.2% | $4,740-10.9% |
| Participant deferral / active EE | $15,621 | $7,799+100.3% | $7,446+109.8% | $6,400+144.1% |
| Admin fee / account holder | $34,606 | $11,571+199.1% | $10,010+245.7% | $11,426+202.9% |