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 | $231,465 | $138,044+67.7% | $125,339+84.7% | $134,475+72.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -8.60% | 750.33%-758.9pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $4,060 | $5,243-22.6% | $4,814-15.7% | $4,740-14.3% |
| Participant deferral / active EE | $10,398 | $7,799+33.3% | $7,446+39.6% | $6,400+62.5% |
| Admin fee / account holder | $3,015 | $11,571-73.9% | $10,010-69.9% | $11,426-73.6% |