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 8-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 | $153,522 | $138,044+11.2% | $125,339+22.5% | $134,475+14.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.07% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,697 | $5,243-29.5% | $4,814-23.2% | $4,740-22.0% |
| Participant deferral / active EE | $13,503 | $7,799+73.1% | $7,446+81.3% | $6,400+111.0% |
| Admin fee / account holder | $11,974 | $11,571+3.5% | $10,010+19.6% | $11,426+4.8% |