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 9-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 | $143,514 | $138,044+4.0% | $125,339+14.5% | $134,475+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.19% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,550 | $5,243-51.4% | $4,814-47.0% | $4,740-46.2% |
| Participant deferral / active EE | $12,763 | $7,799+63.6% | $7,446+71.4% | $6,400+99.4% |
| Admin fee / account holder | $1,324 | $11,571-88.6% | $10,010-86.8% | $11,426-88.4% |