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 | $27,601 | $138,044-80.0% | $125,339-78.0% | $134,475-79.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.61% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,920 | $5,243-63.4% | $4,814-60.1% | $4,740-59.5% |
| Participant deferral / active EE | $2,843 | $7,799-63.5% | $7,446-61.8% | $6,400-55.6% |
| Admin fee / account holder | $1,029 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |