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 | $136,362 | $138,044-1.2% | $125,339+8.8% | $134,475+1.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.41% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $14,764 | $5,243+181.6% | $4,814+206.7% | $4,740+211.5% |
| Participant deferral / active EE | $8,138 | $7,799+4.4% | $7,446+9.3% | $6,400+27.2% |
| Admin fee / account holder | $6,313 | $11,571-45.4% | $10,010-36.9% | $11,426-44.7% |