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 | $112,303 | $138,044-18.6% | $125,339-10.4% | $134,475-16.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.78% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,673 | $5,243-10.9% | $4,814-2.9% | $4,740-1.4% |
| Participant deferral / active EE | $11,249 | $7,799+44.2% | $7,446+51.1% | $6,400+75.8% |
| Admin fee / account holder | $2,234 | $11,571-80.7% | $10,010-77.7% | $11,426-80.5% |