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 | $79,776 | $138,044-42.2% | $125,339-36.4% | $134,475-40.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.62% | 750.33%-763.9pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,388 | $5,243-54.5% | $4,814-50.4% | $4,740-49.6% |
| Participant deferral / active EE | $4,628 | $7,799-40.7% | $7,446-37.8% | $6,400-27.7% |
| Admin fee / account holder | $52,429 | $11,571+353.1% | $10,010+423.8% | $11,426+358.9% |