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 | $145,334 | $180,449-19.5% | $154,107-5.7% | $135,375+7.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.69% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $9,787 | $6,035+62.2% | $5,298+84.7% | $4,779+104.8% |
| Participant deferral / active EE | $4,868 | $5,806-16.2% | $5,081-4.2% | $5,609-13.2% |
| Admin fee / account holder | $7,663 | $16,143-52.5% | $13,411-42.9% | $10,827-29.2% |