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 5-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 | $60,965 | $138,044-55.8% | $125,339-51.4% | $134,475-54.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.27% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,472 | $5,243-33.8% | $4,814-27.9% | $4,740-26.8% |
| Participant deferral / active EE | $16,332 | $7,799+109.4% | $7,446+119.3% | $6,400+155.2% |
| Admin fee / account holder | $4,074 | $11,571-64.8% | $10,010-59.3% | $11,426-64.3% |