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 | $103,687 | $138,044-24.9% | $125,339-17.3% | $134,475-22.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.98% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $12,491 | $5,243+138.2% | $4,814+159.5% | $4,740+163.5% |
| Participant deferral / active EE | $2,901 | $7,799-62.8% | $7,446-61.0% | $6,400-54.7% |
| Admin fee / account holder | $1,984 | $11,571-82.9% | $10,010-80.2% | $11,426-82.6% |