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 | $85,374 | $160,055-46.7% | $140,016-39.0% | $135,375-36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.84% | 911.38%-919.2pp | 651.12%-659.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,721 | $6,420-10.9% | $5,606+2.1% | $4,779+19.7% |
| Participant deferral / active EE | $17,332 | $7,642+126.8% | $6,927+150.2% | $5,609+209.0% |
| Admin fee / account holder | $25,250 | $13,328+89.5% | $10,705+135.9% | $10,827+133.2% |