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 | $140,640 | $138,044+1.9% | $125,339+12.2% | $134,475+4.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.50% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,613 | $5,243-31.1% | $4,814-25.0% | $4,740-23.8% |
| Participant deferral / active EE | $3,520 | $7,799-54.9% | $7,446-52.7% | $6,400-45.0% |
| Admin fee / account holder | $1,029 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |