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 | $112,873 | $160,055-29.5% | $140,016-19.4% | $135,375-16.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.44% | 911.38%-915.8pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $31,923 | $6,420+397.2% | $5,606+469.5% | $4,779+568.0% |
| Participant deferral / active EE | $4,111 | $7,642-46.2% | $6,927-40.7% | $5,609-26.7% |
| Admin fee / account holder | $44,729 | $13,328+235.6% | $10,705+317.8% | $10,827+313.1% |