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 | $127,353 | $138,044-7.7% | $125,339+1.6% | $134,475-5.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.90% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $11,685 | $5,243+122.9% | $4,814+142.8% | $4,740+146.5% |
| Participant deferral / active EE | $16,410 | $7,799+110.4% | $7,446+120.4% | $6,400+156.4% |
| Admin fee / account holder | $3,170 | $11,571-72.6% | $10,010-68.3% | $11,426-72.3% |