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 4-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 | $141,476 | $138,044+2.5% | $125,339+12.9% | $134,475+5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.10% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,495 | $5,243-71.5% | $4,814-69.0% | $4,740-68.5% |
| Participant deferral / active EE | $3,911 | $7,799-49.9% | $7,446-47.5% | $6,400-38.9% |
| Admin fee / account holder | $511 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |