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 | $68,319 | $138,044-50.5% | $125,339-45.5% | $134,475-49.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.69% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,666 | $5,243-11.0% | $4,814-3.1% | $4,740-1.6% |
| Participant deferral / active EE | $9,644 | $7,799+23.7% | $7,446+29.5% | $6,400+50.7% |
| Admin fee / account holder | $109,242 | $11,571+844.1% | $10,010+991.4% | $11,426+856.1% |