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 | $77,838 | $138,044-43.6% | $125,339-37.9% | $134,475-42.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.14% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $4,058 | $5,243-22.6% | $4,814-15.7% | $4,740-14.4% |
| Participant deferral / active EE | $4,459 | $7,799-42.8% | $7,446-40.1% | $6,400-30.3% |
| Admin fee / account holder | $2,366 | $11,571-79.6% | $10,010-76.4% | $11,426-79.3% |