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 | $144,229 | $138,044+4.5% | $125,339+15.1% | $134,475+7.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.80% | 750.33%-768.1pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,309 | $5,243-56.0% | $4,814-52.0% | $4,740-51.3% |
| Participant deferral / active EE | $4,118 | $7,799-47.2% | $7,446-44.7% | $6,400-35.7% |
| Admin fee / account holder | $2,232 | $11,571-80.7% | $10,010-77.7% | $11,426-80.5% |