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 | $141,234 | $138,044+2.3% | $125,339+12.7% | $134,475+5.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.63% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,610 | $5,243-31.2% | $4,814-25.0% | $4,740-23.8% |
| Participant deferral / active EE | $8,133 | $7,799+4.3% | $7,446+9.2% | $6,400+27.1% |
| Admin fee / account holder | $1,259 | $11,571-89.1% | $10,010-87.4% | $11,426-89.0% |