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 | $118,311 | $138,044-14.3% | $125,339-5.6% | $134,475-12.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.16% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,691 | $5,243-29.6% | $4,814-23.3% | $4,740-22.1% |
| Participant deferral / active EE | $11,040 | $7,799+41.6% | $7,446+48.3% | $6,400+72.5% |
| Admin fee / account holder | $845 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |