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 7-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 | $137,369 | $138,044-0.5% | $125,339+9.6% | $134,475+2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.31% | 750.33%-763.6pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,240 | $5,243-57.3% | $4,814-53.5% | $4,740-52.7% |
| Participant deferral / active EE | $4,433 | $7,799-43.2% | $7,446-40.5% | $6,400-30.7% |
| Admin fee / account holder | $4,270 | $11,571-63.1% | $10,010-57.3% | $11,426-62.6% |