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 | $32,730 | $138,044-76.3% | $125,339-73.9% | $134,475-75.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.65% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,834 | $5,243-45.9% | $4,814-41.1% | $4,740-40.2% |
| Participant deferral / active EE | $5,639 | $7,799-27.7% | $7,446-24.3% | $6,400-11.9% |
| Admin fee / account holder | $315 | $11,571-97.3% | $10,010-96.9% | $11,426-97.2% |