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 | $232,634 | $138,044+68.5% | $125,339+85.6% | $134,475+73.0% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.61% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,944 | $5,243-5.7% | $4,814+2.7% | $4,740+4.3% |
| Participant deferral / active EE | $10,113 | $7,799+29.7% | $7,446+35.8% | $6,400+58.0% |
| Admin fee / account holder | $5,574 | $11,571-51.8% | $10,010-44.3% | $11,426-51.2% |