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 | $242,451 | $138,044+75.6% | $125,339+93.4% | $134,475+80.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.40% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $7,590 | $5,243+44.7% | $4,814+57.7% | $4,740+60.1% |
| Participant deferral / active EE | $8,278 | $7,799+6.1% | $7,446+11.2% | $6,400+29.4% |
| Admin fee / account holder | $73,277 | $11,571+533.3% | $10,010+632.1% | $11,426+541.3% |