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 | $244,350 | $138,044+77.0% | $125,339+95.0% | $134,475+81.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.47% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,367 | $5,243-16.7% | $4,814-9.3% | $4,740-7.9% |
| Participant deferral / active EE | $9,735 | $7,799+24.8% | $7,446+30.7% | $6,400+52.1% |
| Admin fee / account holder | $1,099 | $11,571-90.5% | $10,010-89.0% | $11,426-90.4% |