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 | $120,357 | $138,044-12.8% | $125,339-4.0% | $134,475-10.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.99% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,128 | $5,243-40.3% | $4,814-35.0% | $4,740-34.0% |
| Participant deferral / active EE | $7,563 | $7,799-3.0% | $7,446+1.6% | $6,400+18.2% |
| Admin fee / account holder | $6,995 | $11,571-39.5% | $10,010-30.1% | $11,426-38.8% |