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 | $140,598 | $138,044+1.9% | $125,339+12.2% | $134,475+4.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.36% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $7,627 | $5,243+45.5% | $4,814+58.4% | $4,740+60.9% |
| Participant deferral / active EE | $10,628 | $7,799+36.3% | $7,446+42.7% | $6,400+66.1% |
| Admin fee / account holder | $1,571 | $11,571-86.4% | $10,010-84.3% | $11,426-86.3% |