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 | $109,433 | $138,044-20.7% | $125,339-12.7% | $134,475-18.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,363 | $5,243-54.9% | $4,814-50.9% | $4,740-50.2% |
| Participant deferral / active EE | $17,900 | $7,799+129.5% | $7,446+140.4% | $6,400+179.7% |
| Admin fee / account holder | $5,619 | $11,571-51.4% | $10,010-43.9% | $11,426-50.8% |