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 | $146,288 | $138,044+6.0% | $125,339+16.7% | $134,475+8.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.66% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $13,803 | $5,243+163.2% | $4,814+186.7% | $4,740+191.2% |
| Participant deferral / active EE | $11,566 | $7,799+48.3% | $7,446+55.3% | $6,400+80.7% |
| Admin fee / account holder | $9,816 | $11,571-15.2% | $10,010-1.9% | $11,426-14.1% |