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 | $166,015 | $138,044+20.3% | $125,339+32.5% | $134,475+23.5% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -15.53% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,957 | $5,243-43.6% | $4,814-38.6% | $4,740-37.6% |
| Participant deferral / active EE | $12,961 | $7,799+66.2% | $7,446+74.1% | $6,400+102.5% |
| Admin fee / account holder | $1,642 | $11,571-85.8% | $10,010-83.6% | $11,426-85.6% |