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 | $135,381 | $138,044-1.9% | $125,339+8.0% | $134,475+0.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.62% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $33,252 | $5,243+534.2% | $4,814+590.8% | $4,740+601.6% |
| Participant deferral / active EE | $5,789 | $7,799-25.8% | $7,446-22.3% | $6,400-9.6% |
| Admin fee / account holder | $724 | $11,571-93.7% | $10,010-92.8% | $11,426-93.7% |