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 | $72,715 | $138,044-47.3% | $125,339-42.0% | $134,475-45.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.03% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $5,385 | $5,243+2.7% | $4,814+11.9% | $4,740+13.6% |
| Participant deferral / active EE | $5,547 | $7,799-28.9% | $7,446-25.5% | $6,400-13.3% |
| Admin fee / account holder | $8,177 | $11,571-29.3% | $10,010-18.3% | $11,426-28.4% |