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 | $117,055 | $138,044-15.2% | $125,339-6.6% | $134,475-13.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.27% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $3,201 | $5,243-38.9% | $4,814-33.5% | $4,740-32.5% |
| Participant deferral / active EE | $9,860 | $7,799+26.4% | $7,446+32.4% | $6,400+54.1% |
| Admin fee / account holder | $671 | $11,571-94.2% | $10,010-93.3% | $11,426-94.1% |