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 | $116,874 | $138,044-15.3% | $125,339-6.8% | $134,475-13.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.82% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $13,241 | $5,243+152.5% | $4,814+175.1% | $4,740+179.4% |
| Participant deferral / active EE | $6,166 | $7,799-20.9% | $7,446-17.2% | $6,400-3.7% |
| Admin fee / account holder | $1,680 | $11,571-85.5% | $10,010-83.2% | $11,426-85.3% |