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 | $114,375 | $138,044-17.1% | $125,339-8.7% | $134,475-14.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.91% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $11,276 | $5,243+115.1% | $4,814+134.3% | $4,740+137.9% |
| Participant deferral / active EE | $14,041 | $7,799+80.0% | $7,446+88.6% | $6,400+119.4% |
| Admin fee / account holder | $17,758 | $11,571+53.5% | $10,010+77.4% | $11,426+55.4% |