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 | $142,206 | $138,044+3.0% | $125,339+13.5% | $134,475+5.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.42% | 750.33%-761.7pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $4,063 | $5,243-22.5% | $4,814-15.6% | $4,740-14.3% |
| Participant deferral / active EE | $8,815 | $7,799+13.0% | $7,446+18.4% | $6,400+37.7% |
| Admin fee / account holder | $2,519 | $11,571-78.2% | $10,010-74.8% | $11,426-78.0% |