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 | $66,891 | $138,044-51.5% | $125,339-46.6% | $134,475-50.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.98% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,899 | $5,243-44.7% | $4,814-39.8% | $4,740-38.8% |
| Participant deferral / active EE | $4,815 | $7,799-38.3% | $7,446-35.3% | $6,400-24.8% |
| Admin fee / account holder | $426 | $11,571-96.3% | $10,010-95.7% | $11,426-96.3% |