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 | $122,221 | $138,044-11.5% | $125,339-2.5% | $134,475-9.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.62% | 750.33%-763.9pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $16,624 | $5,243+217.0% | $4,814+245.4% | $4,740+250.7% |
| Participant deferral / active EE | $15,701 | $7,799+101.3% | $7,446+110.9% | $6,400+145.3% |
| Admin fee / account holder | $98,681 | $11,571+752.8% | $10,010+885.9% | $11,426+763.7% |