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 | $135,366 | $138,044-1.9% | $125,339+8.0% | $134,475+0.7% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -19.57% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,447 | $5,243-34.3% | $4,814-28.4% | $4,740-27.3% |
| Participant deferral / active EE | $11,770 | $7,799+50.9% | $7,446+58.1% | $6,400+83.9% |
| Admin fee / account holder | $1,087 | $11,571-90.6% | $10,010-89.1% | $11,426-90.5% |