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 | $151,864 | $138,044+10.0% | $125,339+21.2% | $134,475+12.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,149 | $5,243+55.4% | $4,814+69.3% | $4,740+71.9% |
| Participant deferral / active EE | $8,123 | $7,799+4.2% | $7,446+9.1% | $6,400+26.9% |
| Admin fee / account holder | $8,307 | $11,571-28.2% | $10,010-17.0% | $11,426-27.3% |