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 | $123,696 | $138,044-10.4% | $125,339-1.3% | $134,475-8.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.34% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,854 | $5,243+68.9% | $4,814+83.9% | $4,740+86.8% |
| Participant deferral / active EE | $10,188 | $7,799+30.6% | $7,446+36.8% | $6,400+59.2% |
| Admin fee / account holder | $4,655 | $11,571-59.8% | $10,010-53.5% | $11,426-59.3% |