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 | $87,080 | $138,044-36.9% | $125,339-30.5% | $134,475-35.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.96% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,692 | $5,243+46.7% | $4,814+59.8% | $4,740+62.3% |
| Participant deferral / active EE | $6,791 | $7,799-12.9% | $7,446-8.8% | $6,400+6.1% |
| Admin fee / account holder | $13,493 | $11,571+16.6% | $10,010+34.8% | $11,426+18.1% |