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 | $125,111 | $138,044-9.4% | $125,339-0.2% | $134,475-7.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.19% | 750.33%-756.5pp | 572.05%-578.2pp | 417.96%-424.2pp |
| Employer contribution / active EE | $7,574 | $5,243+44.4% | $4,814+57.3% | $4,740+59.8% |
| Participant deferral / active EE | $6,198 | $7,799-20.5% | $7,446-16.8% | $6,400-3.2% |
| Admin fee / account holder | $14,286 | $11,571+23.5% | $10,010+42.7% | $11,426+25.0% |