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 | $122,758 | $138,044-11.1% | $125,339-2.1% | $134,475-8.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.00% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $9,538 | $5,243+81.9% | $4,814+98.2% | $4,740+101.2% |
| Participant deferral / active EE | $5,574 | $7,799-28.5% | $7,446-25.1% | $6,400-12.9% |
| Admin fee / account holder | $3,129 | $11,571-73.0% | $10,010-68.7% | $11,426-72.6% |