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 | $78,310 | $90,600-13.6% | $79,464-1.5% | $135,375-42.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.98% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,120 | $3,068+1.7% | $2,800+11.4% | $4,779-34.7% |
| Participant deferral / active EE | $12,480 | $4,050+208.1% | $3,704+236.9% | $5,609+122.5% |
| Admin fee / account holder | $802 | $5,907-86.4% | $5,113-84.3% | $10,827-92.6% |