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 | $106,816 | $138,044-22.6% | $125,339-14.8% | $134,475-20.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.64% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,957 | $5,243-24.5% | $4,814-17.8% | $4,740-16.5% |
| Participant deferral / active EE | $11,997 | $7,799+53.8% | $7,446+61.1% | $6,400+87.5% |
| Admin fee / account holder | $20,756 | $11,571+79.4% | $10,010+107.4% | $11,426+81.7% |