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 | $117,468 | $138,044-14.9% | $125,339-6.3% | $134,475-12.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.73% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,597 | $5,243-50.5% | $4,814-46.0% | $4,740-45.2% |
| Participant deferral / active EE | $11,657 | $7,799+49.5% | $7,446+56.5% | $6,400+82.1% |
| Admin fee / account holder | $930 | $11,571-92.0% | $10,010-90.7% | $11,426-91.9% |