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 | $120,117 | $138,044-13.0% | $125,339-4.2% | $134,475-10.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.95% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,983 | $5,243-62.2% | $4,814-58.8% | $4,740-58.2% |
| Participant deferral / active EE | $7,456 | $7,799-4.4% | $7,446+0.1% | $6,400+16.5% |
| Admin fee / account holder | $1,180 | $11,571-89.8% | $10,010-88.2% | $11,426-89.7% |