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 | $227,239 | $138,044+64.6% | $125,339+81.3% | $134,475+69.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -12.15% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,579 | $5,243-31.7% | $4,814-25.6% | $4,740-24.5% |
| Participant deferral / active EE | $8,114 | $7,799+4.0% | $7,446+9.0% | $6,400+26.8% |
| Admin fee / account holder | $3,463 | $11,571-70.1% | $10,010-65.4% | $11,426-69.7% |