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 | $112,954 | $180,449-37.4% | $154,107-26.7% | $135,375-16.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.05% | 888.09%-894.1pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $9,733 | $6,035+61.3% | $5,298+83.7% | $4,779+103.7% |
| Participant deferral / active EE | $4,948 | $5,806-14.8% | $5,081-2.6% | $5,609-11.8% |
| Admin fee / account holder | $2,859 | $16,143-82.3% | $13,411-78.7% | $10,827-73.6% |