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 | $49,266 | $138,044-64.3% | $125,339-60.7% | $134,475-63.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.37% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $10,199 | $5,243+94.5% | $4,814+111.9% | $4,740+115.2% |
| Participant deferral / active EE | $5,533 | $7,799-29.1% | $7,446-25.7% | $6,400-13.5% |
| Admin fee / account holder | $838 | $11,571-92.8% | $10,010-91.6% | $11,426-92.7% |