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 | $131,805 | $160,055-17.6% | $140,016-5.9% | $135,375-2.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.02% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.8pp |
| Employer contribution / active EE | $11,342 | $6,420+76.7% | $5,606+102.3% | $4,779+137.3% |
| Participant deferral / active EE | $8,725 | $7,642+14.2% | $6,927+25.9% | $5,609+55.6% |
| Admin fee / account holder | $8,156 | $13,328-38.8% | $10,705-23.8% | $10,827-24.7% |