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 6-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 | $41,362 | $138,044-70.0% | $125,339-67.0% | $134,475-69.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.77% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,823 | $5,243-27.1% | $4,814-20.6% | $4,740-19.3% |
| Participant deferral / active EE | $9,380 | $7,799+20.3% | $7,446+26.0% | $6,400+46.6% |
| Admin fee / account holder | $558 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |