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 | $69,106 | $138,044-49.9% | $125,339-44.9% | $134,475-48.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.79% | 750.33%-753.1pp | 572.05%-574.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $7,274 | $5,243+38.7% | $4,814+51.1% | $4,740+53.5% |
| Participant deferral / active EE | $6,026 | $7,799-22.7% | $7,446-19.1% | $6,400-5.8% |
| Admin fee / account holder | $4,250 | $11,571-63.3% | $10,010-57.5% | $11,426-62.8% |