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 | $136,759 | $138,044-0.9% | $125,339+9.1% | $134,475+1.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.99% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,425 | $5,243-15.6% | $4,814-8.1% | $4,740-6.6% |
| Participant deferral / active EE | $7,676 | $7,799-1.6% | $7,446+3.1% | $6,400+19.9% |
| Admin fee / account holder | $2,778 | $11,571-76.0% | $10,010-72.2% | $11,426-75.7% |