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 | $120,551 | $138,044-12.7% | $125,339-3.8% | $134,475-10.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.65% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $12,259 | $5,243+133.8% | $4,814+154.7% | $4,740+158.6% |
| Participant deferral / active EE | $10,975 | $7,799+40.7% | $7,446+47.4% | $6,400+71.5% |
| Admin fee / account holder | $1,587 | $11,571-86.3% | $10,010-84.1% | $11,426-86.1% |