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 | $129,476 | $138,044-6.2% | $125,339+3.3% | $134,475-3.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.32% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,974 | $5,243-43.3% | $4,814-38.2% | $4,740-37.3% |
| Participant deferral / active EE | $4,459 | $7,799-42.8% | $7,446-40.1% | $6,400-30.3% |
| Admin fee / account holder | $4,490 | $11,571-61.2% | $10,010-55.1% | $11,426-60.7% |