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 | $127,467 | $138,044-7.7% | $125,339+1.7% | $134,475-5.2% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -11.17% | 750.33%-761.5pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $6,860 | $5,243+30.8% | $4,814+42.5% | $4,740+44.7% |
| Participant deferral / active EE | $4,445 | $7,799-43.0% | $7,446-40.3% | $6,400-30.5% |
| Admin fee / account holder | $98,634 | $11,571+752.4% | $10,010+885.4% | $11,426+763.2% |