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 | $141,251 | $138,044+2.3% | $125,339+12.7% | $134,475+5.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.95% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $16,462 | $5,243+214.0% | $4,814+242.0% | $4,740+247.3% |
| Participant deferral / active EE | $7,873 | $7,799+1.0% | $7,446+5.7% | $6,400+23.0% |
| Admin fee / account holder | $6,722 | $11,571-41.9% | $10,010-32.8% | $11,426-41.2% |