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 | $88,987 | $138,044-35.5% | $125,339-29.0% | $134,475-33.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.79% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,814 | $5,243-8.2% | $4,8140% | $4,740+1.6% |
| Participant deferral / active EE | $11,764 | $7,799+50.8% | $7,446+58.0% | $6,400+83.8% |
| Admin fee / account holder | $404 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |