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 | $118,684 | $138,044-14.0% | $125,339-5.3% | $134,475-11.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.27% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $4,105 | $5,243-21.7% | $4,814-14.7% | $4,740-13.4% |
| Participant deferral / active EE | $8,373 | $7,799+7.4% | $7,446+12.4% | $6,400+30.8% |
| Admin fee / account holder | $86,407 | $11,571+646.7% | $10,010+763.2% | $11,426+656.2% |