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 | $141,208 | $138,044+2.3% | $125,339+12.7% | $134,475+5.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.37% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $13,692 | $5,243+161.1% | $4,814+184.4% | $4,740+188.9% |
| Participant deferral / active EE | $11,232 | $7,799+44.0% | $7,446+50.8% | $6,400+75.5% |
| Admin fee / account holder | $716 | $11,571-93.8% | $10,010-92.8% | $11,426-93.7% |