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 9-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 | $143,204 | $138,044+3.7% | $125,339+14.3% | $134,475+6.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.22% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,058 | $5,243-22.6% | $4,814-15.7% | $4,740-14.4% |
| Participant deferral / active EE | $26,608 | $7,799+241.2% | $7,446+257.3% | $6,400+315.8% |
| Admin fee / account holder | $3,574 | $11,571-69.1% | $10,010-64.3% | $11,426-68.7% |