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 | $101,021 | $138,044-26.8% | $125,339-19.4% | $134,475-24.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.85% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,040 | $5,243-42.0% | $4,814-36.8% | $4,740-35.9% |
| Participant deferral / active EE | $4,381 | $7,799-43.8% | $7,446-41.2% | $6,400-31.5% |
| Admin fee / account holder | $24,584 | $11,571+112.5% | $10,010+145.6% | $11,426+115.2% |