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 | $243,000 | $138,044+76.0% | $125,339+93.9% | $134,475+80.7% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -15.64% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,405 | $5,243-16.0% | $4,814-8.5% | $4,740-7.1% |
| Participant deferral / active EE | $8,499 | $7,799+9.0% | $7,446+14.1% | $6,400+32.8% |
| Admin fee / account holder | $4,378 | $11,571-62.2% | $10,010-56.3% | $11,426-61.7% |