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 | $111,331 | $138,044-19.4% | $125,339-11.2% | $134,475-17.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.37% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $8,750 | $5,243+66.9% | $4,814+81.8% | $4,740+84.6% |
| Participant deferral / active EE | $14,077 | $7,799+80.5% | $7,446+89.0% | $6,400+120.0% |
| Admin fee / account holder | $1,296 | $11,571-88.8% | $10,010-87.1% | $11,426-88.7% |