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 | $119,673 | $180,449-33.7% | $154,107-22.3% | $135,375-11.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.92% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $15,929 | $6,035+163.9% | $5,298+200.7% | $4,779+233.3% |
| Participant deferral / active EE | $2,177 | $5,806-62.5% | $5,081-57.2% | $5,609-61.2% |
| Admin fee / account holder | $754 | $16,143-95.3% | $13,411-94.4% | $10,827-93.0% |