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 | $85,885 | $138,044-37.8% | $125,339-31.5% | $134,475-36.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.20% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $11,601 | $5,243+121.3% | $4,814+141.0% | $4,740+144.8% |
| Participant deferral / active EE | $9,996 | $7,799+28.2% | $7,446+34.2% | $6,400+56.2% |
| Admin fee / account holder | $2,071 | $11,571-82.1% | $10,010-79.3% | $11,426-81.9% |