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 | $155,622 | $160,055-2.8% | $140,016+11.1% | $135,375+15.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.60% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $13,242 | $6,420+106.3% | $5,606+136.2% | $4,779+177.1% |
| Participant deferral / active EE | $7,660 | $7,642+0.2% | $6,927+10.6% | $5,609+36.6% |
| Admin fee / account holder | $916 | $13,328-93.1% | $10,705-91.4% | $10,827-91.5% |