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 | $142,166 | $138,044+3.0% | $125,339+13.4% | $134,475+5.7% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -16.20% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,429 | $5,243+22.6% | $4,814+33.5% | $4,740+35.6% |
| Participant deferral / active EE | $8,606 | $7,799+10.4% | $7,446+15.6% | $6,400+34.5% |
| Admin fee / account holder | $26,970 | $11,571+133.1% | $10,010+169.4% | $11,426+136.0% |