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 7-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 | $122,514 | $138,044-11.2% | $125,339-2.3% | $134,475-8.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.44% | 750.33%-754.8pp | 572.05%-576.5pp | 417.96%-422.4pp |
| Employer contribution / active EE | $8,891 | $5,243+69.6% | $4,814+84.7% | $4,740+87.6% |
| Participant deferral / active EE | $8,522 | $7,799+9.3% | $7,446+14.4% | $6,400+33.2% |
| Admin fee / account holder | $25,050 | $11,571+116.5% | $10,010+150.3% | $11,426+119.2% |