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 | $118,252 | $138,044-14.3% | $125,339-5.7% | $134,475-12.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.90% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $13,290 | $5,243+153.5% | $4,814+176.1% | $4,740+180.4% |
| Participant deferral / active EE | $8,740 | $7,799+12.1% | $7,446+17.4% | $6,400+36.6% |
| Admin fee / account holder | $6,273 | $11,571-45.8% | $10,010-37.3% | $11,426-45.1% |