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 | $146,663 | $138,044+6.2% | $125,339+17.0% | $134,475+9.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.53% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,398 | $5,243-73.3% | $4,814-71.0% | $4,740-70.5% |
| Participant deferral / active EE | $9,058 | $7,799+16.2% | $7,446+21.6% | $6,400+41.5% |
| Admin fee / account holder | $2,272 | $11,571-80.4% | $10,010-77.3% | $11,426-80.1% |