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 | $113,109 | $138,044-18.1% | $125,339-9.8% | $134,475-15.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,863 | $5,243-7.2% | $4,814+1.0% | $4,740+2.6% |
| Participant deferral / active EE | $9,093 | $7,799+16.6% | $7,446+22.1% | $6,400+42.1% |
| Admin fee / account holder | $997 | $11,571-91.4% | $10,010-90.0% | $11,426-91.3% |