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 | $56,171 | $138,044-59.3% | $125,339-55.2% | $134,475-58.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,359 | $5,243-35.9% | $4,814-30.2% | $4,740-29.1% |
| Participant deferral / active EE | $6,448 | $7,799-17.3% | $7,446-13.4% | $6,400+0.8% |
| Admin fee / account holder | $571 | $11,571-95.1% | $10,010-94.3% | $11,426-95.0% |