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 | $122,829 | $138,044-11.0% | $125,339-2.0% | $134,475-8.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.67% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,856 | $5,243-26.5% | $4,814-19.9% | $4,740-18.6% |
| Participant deferral / active EE | $18,609 | $7,799+138.6% | $7,446+149.9% | $6,400+190.8% |
| Admin fee / account holder | $917 | $11,571-92.1% | $10,010-90.8% | $11,426-92.0% |