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 | $142,345 | $138,044+3.1% | $125,339+13.6% | $134,475+5.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.34% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,483 | $5,243+23.6% | $4,814+34.7% | $4,740+36.8% |
| Participant deferral / active EE | $10,949 | $7,799+40.4% | $7,446+47.0% | $6,400+71.1% |
| Admin fee / account holder | $11,633 | $11,571+0.5% | $10,010+16.2% | $11,426+1.8% |