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 | $77,464 | $138,044-43.9% | $125,339-38.2% | $134,475-42.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.62% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,981 | $5,243-62.2% | $4,814-58.8% | $4,740-58.2% |
| Participant deferral / active EE | $7,367 | $7,799-5.5% | $7,446-1.1% | $6,400+15.1% |
| Admin fee / account holder | $83,757 | $11,571+623.8% | $10,010+736.8% | $11,426+633.0% |