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 | $140,265 | $138,044+1.6% | $125,339+11.9% | $134,475+4.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.71% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,813 | $5,243-27.3% | $4,814-20.8% | $4,740-19.6% |
| Participant deferral / active EE | $9,359 | $7,799+20.0% | $7,446+25.7% | $6,400+46.2% |
| Admin fee / account holder | $3,350 | $11,571-71.0% | $10,010-66.5% | $11,426-70.7% |