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 | $146,961 | $138,044+6.5% | $125,339+17.3% | $134,475+9.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.96% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $7,534 | $5,243+43.7% | $4,814+56.5% | $4,740+59.0% |
| Participant deferral / active EE | $9,619 | $7,799+23.3% | $7,446+29.2% | $6,400+50.3% |
| Admin fee / account holder | $6,135 | $11,571-47.0% | $10,010-38.7% | $11,426-46.3% |