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 | $142,082 | $147,727-3.8% | $115,756+22.7% | $134,475+5.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -14.04% | 73.96%-88.0pp | 143.14%-157.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $8,982 | $4,713+90.6% | $3,793+136.8% | $4,740+89.5% |
| Participant deferral / active EE | $17,933 | $7,563+137.1% | $6,254+186.8% | $6,400+180.2% |
| Admin fee / account holder | $135,105 | $14,571+827.2% | $8,124+1563.0% | $11,426+1082.4% |