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 | $57,923 | $138,044-58.0% | $125,339-53.8% | $134,475-56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $10,663 | $5,243+103.4% | $4,814+121.5% | $4,740+125.0% |
| Participant deferral / active EE | $8,276 | $7,799+6.1% | $7,446+11.1% | $6,400+29.3% |
| Admin fee / account holder | $27,485 | $11,571+137.5% | $10,010+174.6% | $11,426+140.5% |