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 | $144,661 | $92,703+56.0% | $82,719+74.9% | $134,475+7.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -15.83% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $6,492 | $3,274+98.3% | $3,009+115.8% | $4,740+37.0% |
| Participant deferral / active EE | $22,980 | $4,802+378.5% | $4,395+422.9% | $6,400+259.1% |
| Admin fee / account holder | $24,256 | $5,983+305.4% | $5,329+355.2% | $11,426+112.3% |