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 | $223,044 | $135,635+64.4% | $110,238+102.3% | $135,375+64.8% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.98% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $6,745 | $4,906+37.5% | $3,826+76.3% | $4,779+41.1% |
| Participant deferral / active EE | $11,154 | $5,506+102.6% | $4,672+138.7% | $5,609+98.9% |
| Admin fee / account holder | $7,999 | $11,457-30.2% | $8,547-6.4% | $10,827-26.1% |