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 | $159,496 | $138,044+15.5% | $125,339+27.3% | $134,475+18.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.91% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,424 | $5,243+41.6% | $4,814+54.2% | $4,740+56.6% |
| Participant deferral / active EE | $10,031 | $7,799+28.6% | $7,446+34.7% | $6,400+56.7% |
| Admin fee / account holder | $6,845 | $11,571-40.8% | $10,010-31.6% | $11,426-40.1% |