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 | $132,951 | $138,044-3.7% | $125,339+6.1% | $134,475-1.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.78% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,208 | $5,243-57.9% | $4,814-54.1% | $4,740-53.4% |
| Participant deferral / active EE | $8,606 | $7,799+10.3% | $7,446+15.6% | $6,400+34.5% |
| Admin fee / account holder | $290,914 | $11,571+2414.1% | $10,010+2806.4% | $11,426+2446.1% |