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 8-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 | $246,171 | $138,044+78.3% | $125,339+96.4% | $134,475+83.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.23% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,697 | $5,243-29.5% | $4,814-23.2% | $4,740-22.0% |
| Participant deferral / active EE | $16,844 | $7,799+116.0% | $7,446+126.2% | $6,400+163.2% |
| Admin fee / account holder | $1,072 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |