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 | $119,379 | $138,044-13.5% | $125,339-4.8% | $134,475-11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.81% | 750.33%-762.1pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $11,233 | $5,243+114.2% | $4,814+133.4% | $4,740+137.0% |
| Participant deferral / active EE | $11,280 | $7,799+44.6% | $7,446+51.5% | $6,400+76.3% |
| Admin fee / account holder | $195,652 | $11,571+1590.8% | $10,010+1854.7% | $11,426+1612.4% |