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 | $60,067 | $138,044-56.5% | $125,339-52.1% | $134,475-55.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.22% | 750.33%-755.5pp | 572.05%-577.3pp | 417.96%-423.2pp |
| Employer contribution / active EE | $22,952 | $5,243+337.7% | $4,814+376.8% | $4,740+384.2% |
| Participant deferral / active EE | $17,675 | $7,799+126.6% | $7,446+137.4% | $6,400+176.2% |
| Admin fee / account holder | $181,947 | $11,571+1472.4% | $10,010+1717.7% | $11,426+1492.4% |