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 | $150,291 | $138,044+8.9% | $125,339+19.9% | $134,475+11.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.85% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,167 | $5,243-20.5% | $4,814-13.4% | $4,740-12.1% |
| Participant deferral / active EE | $5,403 | $7,799-30.7% | $7,446-27.4% | $6,400-15.6% |
| Admin fee / account holder | $5,015 | $11,571-56.7% | $10,010-49.9% | $11,426-56.1% |