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 | $98,089 | $138,044-28.9% | $125,339-21.7% | $134,475-27.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.25% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,031 | $5,243-23.1% | $4,814-16.3% | $4,740-15.0% |
| Participant deferral / active EE | $11,821 | $7,799+51.6% | $7,446+58.7% | $6,400+84.7% |
| Admin fee / account holder | $55,909 | $11,571+383.2% | $10,010+458.6% | $11,426+389.3% |