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 | $201,460 | $160,055+25.9% | $140,016+43.9% | $135,375+48.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -2.61% | 911.38%-914.0pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $4,360 | $6,420-32.1% | $5,606-22.2% | $4,779-8.8% |
| Participant deferral / active EE | $10,891 | $7,642+42.5% | $6,927+57.2% | $5,609+94.2% |
| Admin fee / account holder | $85,966 | $13,328+545.0% | $10,705+703.0% | $10,827+694.0% |