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 6-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 | $209,214 | $138,044+51.6% | $125,339+66.9% | $134,475+55.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.72% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $8,339 | $5,243+59.0% | $4,814+73.2% | $4,740+75.9% |
| Participant deferral / active EE | $9,980 | $7,799+28.0% | $7,446+34.0% | $6,400+55.9% |
| Admin fee / account holder | $1,251 | $11,571-89.2% | $10,010-87.5% | $11,426-89.0% |