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 | $99,794 | $138,044-27.7% | $125,339-20.4% | $134,475-25.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.73% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,217 | $5,243-38.7% | $4,814-33.2% | $4,740-32.1% |
| Participant deferral / active EE | $9,204 | $7,799+18.0% | $7,446+23.6% | $6,400+43.8% |
| Admin fee / account holder | $14,368 | $11,571+24.2% | $10,010+43.5% | $11,426+25.8% |