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 | $100,688 | $138,044-27.1% | $125,339-19.7% | $134,475-25.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.20% | 750.33%-756.5pp | 572.05%-578.3pp | 417.96%-424.2pp |
| Employer contribution / active EE | $2,628 | $5,243-49.9% | $4,814-45.4% | $4,740-44.6% |
| Participant deferral / active EE | $5,950 | $7,799-23.7% | $7,446-20.1% | $6,400-7.0% |
| Admin fee / account holder | $1,304 | $11,571-88.7% | $10,010-87.0% | $11,426-88.6% |