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 | $127,965 | $138,044-7.3% | $125,339+2.1% | $134,475-4.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.76% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,175 | $5,243-77.6% | $4,814-75.6% | $4,740-75.2% |
| Participant deferral / active EE | $13,618 | $7,799+74.6% | $7,446+82.9% | $6,400+112.8% |
| Admin fee / account holder | $17,344 | $11,571+49.9% | $10,010+73.3% | $11,426+51.8% |