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 9-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 | $190,732 | $138,044+38.2% | $125,339+52.2% | $134,475+41.8% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -17.63% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,419 | $5,243-15.7% | $4,814-8.2% | $4,740-6.8% |
| Participant deferral / active EE | $10,701 | $7,799+37.2% | $7,446+43.7% | $6,400+67.2% |
| Admin fee / account holder | $19,744 | $11,571+70.6% | $10,010+97.3% | $11,426+72.8% |