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 | $138,453 | $138,044+0.3% | $125,339+10.5% | $134,475+3.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.12% | 750.33%-763.4pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,802 | $5,243-65.6% | $4,814-62.6% | $4,740-62.0% |
| Participant deferral / active EE | $6,212 | $7,799-20.3% | $7,446-16.6% | $6,400-2.9% |
| Admin fee / account holder | $1,032 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |