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 | $234,106 | $138,044+69.6% | $125,339+86.8% | $134,475+74.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $14,679 | $5,243+180.0% | $4,814+204.9% | $4,740+209.7% |
| Participant deferral / active EE | $12,475 | $7,799+60.0% | $7,446+67.5% | $6,400+94.9% |
| Admin fee / account holder | $2,200 | $11,571-81.0% | $10,010-78.0% | $11,426-80.7% |