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 | $242,211 | $138,044+75.5% | $125,339+93.2% | $134,475+80.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.05% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,052 | $5,243-41.8% | $4,814-36.6% | $4,740-35.6% |
| Participant deferral / active EE | $6,925 | $7,799-11.2% | $7,446-7.0% | $6,400+8.2% |
| Admin fee / account holder | $9,877 | $11,571-14.6% | $10,010-1.3% | $11,426-13.6% |