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 | $216,780 | $138,044+57.0% | $125,339+73.0% | $134,475+61.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -12.91% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,066 | $5,243-41.5% | $4,814-36.3% | $4,740-35.3% |
| Participant deferral / active EE | $5,690 | $7,799-27.0% | $7,446-23.6% | $6,400-11.1% |
| Admin fee / account holder | $16,146 | $11,571+39.5% | $10,010+61.3% | $11,426+41.3% |