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 | $174,827 | $138,044+26.6% | $125,339+39.5% | $134,475+30.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.04% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,410 | $5,243-15.9% | $4,814-8.4% | $4,740-7.0% |
| Participant deferral / active EE | $10,865 | $7,799+39.3% | $7,446+45.9% | $6,400+69.8% |
| Admin fee / account holder | $22,773 | $11,571+96.8% | $10,010+127.5% | $11,426+99.3% |