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 | $98,703 | $138,044-28.5% | $125,339-21.3% | $134,475-26.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,650 | $5,243+65.0% | $4,814+79.7% | $4,740+82.5% |
| Participant deferral / active EE | $8,666 | $7,799+11.1% | $7,446+16.4% | $6,400+35.4% |
| Admin fee / account holder | $6,211 | $11,571-46.3% | $10,010-37.9% | $11,426-45.6% |