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 | $117,656 | $138,044-14.8% | $125,339-6.1% | $134,475-12.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.77% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,799 | $5,243-8.5% | $4,814-0.3% | $4,740+1.3% |
| Participant deferral / active EE | $9,372 | $7,799+20.2% | $7,446+25.9% | $6,400+46.4% |
| Admin fee / account holder | $2,124 | $11,571-81.6% | $10,010-78.8% | $11,426-81.4% |