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 | $138,355 | $138,044+0.2% | $125,339+10.4% | $134,475+2.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,020 | $5,243-61.5% | $4,814-58.0% | $4,740-57.4% |
| Participant deferral / active EE | $8,769 | $7,799+12.4% | $7,446+17.8% | $6,400+37.0% |
| Admin fee / account holder | $17,258 | $11,571+49.1% | $10,010+72.4% | $11,426+51.0% |