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 | $28,137 | $138,044-79.6% | $125,339-77.6% | $134,475-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,271 | $5,243-37.6% | $4,814-32.0% | $4,740-31.0% |
| Participant deferral / active EE | $6,040 | $7,799-22.6% | $7,446-18.9% | $6,400-5.6% |
| Admin fee / account holder | $6,908 | $11,571-40.3% | $10,010-31.0% | $11,426-39.5% |