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 | $59,512 | $138,044-56.9% | $125,339-52.5% | $134,475-55.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.57% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,718 | $5,243-29.1% | $4,814-22.8% | $4,740-21.6% |
| Participant deferral / active EE | $6,304 | $7,799-19.2% | $7,446-15.3% | $6,400-1.5% |
| Admin fee / account holder | $169,582 | $11,571+1365.5% | $10,010+1594.2% | $11,426+1384.2% |