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 | $144,890 | $138,044+5.0% | $125,339+15.6% | $134,475+7.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.89% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,015 | $5,243+33.8% | $4,814+45.7% | $4,740+48.0% |
| Participant deferral / active EE | $8,088 | $7,799+3.7% | $7,446+8.6% | $6,400+26.4% |
| Admin fee / account holder | $2,596 | $11,571-77.6% | $10,010-74.1% | $11,426-77.3% |