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 | $210,870 | $138,044+52.8% | $125,339+68.2% | $134,475+56.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.73% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,113 | $5,243-40.6% | $4,814-35.3% | $4,740-34.3% |
| Participant deferral / active EE | $11,393 | $7,799+46.1% | $7,446+53.0% | $6,400+78.0% |
| Admin fee / account holder | $6,940 | $11,571-40.0% | $10,010-30.7% | $11,426-39.3% |