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 | $155,532 | $138,044+12.7% | $125,339+24.1% | $134,475+15.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.86% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $6,107 | $5,243+16.5% | $4,814+26.9% | $4,740+28.9% |
| Participant deferral / active EE | $6,048 | $7,799-22.4% | $7,446-18.8% | $6,400-5.5% |
| Admin fee / account holder | $2,343 | $11,571-79.7% | $10,010-76.6% | $11,426-79.5% |