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 | $109,885 | $180,449-39.1% | $154,107-28.7% | $135,375-18.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.85% | 888.09%-891.9pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $11,698 | $6,035+93.8% | $5,298+120.8% | $4,779+144.8% |
| Participant deferral / active EE | $6,874 | $5,806+18.4% | $5,081+35.3% | $5,609+22.6% |
| Admin fee / account holder | $545 | $16,143-96.6% | $13,411-95.9% | $10,827-95.0% |