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 | $88,538 | $138,044-35.9% | $125,339-29.4% | $134,475-34.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.65% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $5,831 | $5,243+11.2% | $4,814+21.1% | $4,740+23.0% |
| Participant deferral / active EE | $10,242 | $7,799+31.3% | $7,446+37.5% | $6,400+60.0% |
| Admin fee / account holder | $478 | $11,571-95.9% | $10,010-95.2% | $11,426-95.8% |