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 | $79,965 | $138,044-42.1% | $125,339-36.2% | $134,475-40.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,145 | $5,243-21.0% | $4,814-13.9% | $4,740-12.6% |
| Participant deferral / active EE | $11,569 | $7,799+48.3% | $7,446+55.4% | $6,400+80.8% |
| Admin fee / account holder | $928 | $11,571-92.0% | $10,010-90.7% | $11,426-91.9% |