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 | $208,204 | $138,044+50.8% | $125,339+66.1% | $134,475+54.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.95% | 750.33%-755.3pp | 572.05%-577.0pp | 417.96%-422.9pp |
| Employer contribution / active EE | $1,943 | $5,243-63.0% | $4,814-59.6% | $4,740-59.0% |
| Participant deferral / active EE | $10,353 | $7,799+32.8% | $7,446+39.0% | $6,400+61.8% |
| Admin fee / account holder | $61,741 | $11,571+433.6% | $10,010+516.8% | $11,426+440.4% |