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 | $127,506 | $138,044-7.6% | $125,339+1.7% | $134,475-5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.38% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $14,323 | $5,243+173.2% | $4,814+197.6% | $4,740+202.2% |
| Participant deferral / active EE | $17,097 | $7,799+119.2% | $7,446+129.6% | $6,400+167.1% |
| Admin fee / account holder | $4,752 | $11,571-58.9% | $10,010-52.5% | $11,426-58.4% |