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 | $113,652 | $180,449-37.0% | $154,107-26.3% | $135,375-16.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.98% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $18,818 | $6,035+211.8% | $5,298+255.2% | $4,779+293.8% |
| Participant deferral / active EE | $12,000 | $5,806+106.7% | $5,081+136.2% | $5,609+114.0% |
| Admin fee / account holder | $1,613 | $16,143-90.0% | $13,411-88.0% | $10,827-85.1% |