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 | $120,892 | $138,044-12.4% | $125,339-3.5% | $134,475-10.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.96% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $7,610 | $5,243+45.1% | $4,814+58.1% | $4,740+60.5% |
| Participant deferral / active EE | $11,127 | $7,799+42.7% | $7,446+49.4% | $6,400+73.9% |
| Admin fee / account holder | $2,919 | $11,571-74.8% | $10,010-70.8% | $11,426-74.5% |