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 | $137,051 | $138,044-0.7% | $125,339+9.3% | $134,475+1.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.29% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,995 | $5,243-4.7% | $4,814+3.8% | $4,740+5.4% |
| Participant deferral / active EE | $7,976 | $7,799+2.3% | $7,446+7.1% | $6,400+24.6% |
| Admin fee / account holder | $3,966 | $11,571-65.7% | $10,010-60.4% | $11,426-65.3% |