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 | $147,418 | $180,449-18.3% | $154,107-4.3% | $135,375+8.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.36% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,323 | $6,035-28.4% | $5,298-18.4% | $4,779-9.5% |
| Participant deferral / active EE | $10,414 | $5,806+79.4% | $5,081+105.0% | $5,609+85.7% |
| Admin fee / account holder | $18,304 | $16,143+13.4% | $13,411+36.5% | $10,827+69.1% |