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 | $109,734 | $138,044-20.5% | $125,339-12.4% | $134,475-18.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.72% | 750.33%-760.0pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $5,819 | $5,243+11.0% | $4,814+20.9% | $4,740+22.8% |
| Participant deferral / active EE | $5,966 | $7,799-23.5% | $7,446-19.9% | $6,400-6.8% |
| Admin fee / account holder | $15,091 | $11,571+30.4% | $10,010+50.8% | $11,426+32.1% |