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 | $45,190 | $138,044-67.3% | $125,339-63.9% | $134,475-66.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.73% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,585 | $5,243-69.8% | $4,814-67.1% | $4,740-66.6% |
| Participant deferral / active EE | $4,681 | $7,799-40.0% | $7,446-37.1% | $6,400-26.9% |
| Admin fee / account holder | $2,104 | $11,571-81.8% | $10,010-79.0% | $11,426-81.6% |