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 | $137,975 | $138,044-0.1% | $125,339+10.1% | $134,475+2.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.81% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,436 | $5,243+3.7% | $4,814+12.9% | $4,740+14.7% |
| Participant deferral / active EE | $16,578 | $7,799+112.6% | $7,446+122.6% | $6,400+159.0% |
| Admin fee / account holder | $650 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |