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 | $131,042 | $138,044-5.1% | $125,339+4.5% | $134,475-2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.77% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,684 | $5,243-67.9% | $4,814-65.0% | $4,740-64.5% |
| Participant deferral / active EE | $5,850 | $7,799-25.0% | $7,446-21.4% | $6,400-8.6% |
| Admin fee / account holder | $85,294 | $11,571+637.1% | $10,010+752.1% | $11,426+646.5% |