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 | $137,498 | $138,044-0.4% | $125,339+9.7% | $134,475+2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.39% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,260 | $5,243-56.9% | $4,814-53.0% | $4,740-52.3% |
| Participant deferral / active EE | $4,924 | $7,799-36.9% | $7,446-33.9% | $6,400-23.1% |
| Admin fee / account holder | $3,548 | $11,571-69.3% | $10,010-64.6% | $11,426-68.9% |