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 | $137,033 | $138,044-0.7% | $125,339+9.3% | $134,475+1.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.97% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,865 | $5,243-45.4% | $4,814-40.5% | $4,740-39.6% |
| Participant deferral / active EE | $8,294 | $7,799+6.4% | $7,446+11.4% | $6,400+29.6% |
| Admin fee / account holder | $67,905 | $11,571+486.8% | $10,010+578.4% | $11,426+494.3% |