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 | $146,524 | $180,449-18.8% | $154,107-4.9% | $135,375+8.2% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -0.84% | 888.09%-888.9pp | 735.12%-736.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $13,189 | $6,035+118.6% | $5,298+149.0% | $4,779+176.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,639 | $16,143-77.5% | $13,411-72.9% | $10,827-66.4% |