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 | $88,855 | $138,044-35.6% | $125,339-29.1% | $134,475-33.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $9,166 | $5,243+74.8% | $4,814+90.4% | $4,740+93.4% |
| Participant deferral / active EE | $6,664 | $7,799-14.6% | $7,446-10.5% | $6,400+4.1% |
| Admin fee / account holder | $4,726 | $11,571-59.2% | $10,010-52.8% | $11,426-58.6% |