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 | $116,754 | $138,044-15.4% | $125,339-6.8% | $134,475-13.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.95% | 750.33%-754.3pp | 572.05%-576.0pp | 417.96%-421.9pp |
| Employer contribution / active EE | $9,747 | $5,243+85.9% | $4,814+102.5% | $4,740+105.6% |
| Participant deferral / active EE | $19,276 | $7,799+147.2% | $7,446+158.9% | $6,400+201.2% |
| Admin fee / account holder | $4,489 | $11,571-61.2% | $10,010-55.2% | $11,426-60.7% |