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 | $63,525 | $197,825-67.9% | $155,790-59.2% | $125,391-49.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.39% | 86.74%-89.1pp | 71.54%-73.9pp | 282.22%-284.6pp |
| Employer contribution / active EE | $10,000 | $4,847+106.3% | $3,836+160.7% | $4,866+105.5% |
| Participant deferral / active EE | $17,500 | $5,630+210.8% | $4,797+264.8% | $5,352+227.0% |
| Admin fee / account holder | $631 | $9,545-93.4% | $7,478-91.6% | $9,540-93.4% |