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 | $209,744 | $138,044+51.9% | $125,339+67.3% | $134,475+56.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.25% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,523 | $5,243-32.8% | $4,814-26.8% | $4,740-25.7% |
| Participant deferral / active EE | $6,727 | $7,799-13.7% | $7,446-9.7% | $6,400+5.1% |
| Admin fee / account holder | $10,284 | $11,571-11.1% | $10,010+2.7% | $11,426-10.0% |