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 | $110,725 | $138,044-19.8% | $125,339-11.7% | $134,475-17.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.29% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,945 | $5,243-24.8% | $4,814-18.1% | $4,740-16.8% |
| Participant deferral / active EE | $12,230 | $7,799+56.8% | $7,446+64.2% | $6,400+91.1% |
| Admin fee / account holder | $3,332 | $11,571-71.2% | $10,010-66.7% | $11,426-70.8% |