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 | $139,329 | $138,044+0.9% | $125,339+11.2% | $134,475+3.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,188 | $5,243-58.3% | $4,814-54.5% | $4,740-53.8% |
| Participant deferral / active EE | $7,864 | $7,799+0.8% | $7,446+5.6% | $6,400+22.9% |
| Admin fee / account holder | $727 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |