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 | $81,318 | $138,044-41.1% | $125,339-35.1% | $134,475-39.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.25% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $5,168 | $5,243-1.4% | $4,814+7.4% | $4,740+9.0% |
| Participant deferral / active EE | $3,939 | $7,799-49.5% | $7,446-47.1% | $6,400-38.5% |
| Admin fee / account holder | $20,398 | $11,571+76.3% | $10,010+103.8% | $11,426+78.5% |