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 | $58,987 | $138,044-57.3% | $125,339-52.9% | $134,475-56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.60% | 750.33%-763.9pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,062 | $5,243-60.7% | $4,814-57.2% | $4,740-56.5% |
| Participant deferral / active EE | $10,541 | $7,799+35.2% | $7,446+41.6% | $6,400+64.7% |
| Admin fee / account holder | $3,656 | $11,571-68.4% | $10,010-63.5% | $11,426-68.0% |