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 | $66,623 | $138,044-51.7% | $125,339-46.8% | $134,475-50.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.02% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,139 | $5,243-21.1% | $4,814-14.0% | $4,740-12.7% |
| Participant deferral / active EE | $8,754 | $7,799+12.2% | $7,446+17.6% | $6,400+36.8% |
| Admin fee / account holder | $348 | $11,571-97.0% | $10,010-96.5% | $11,426-97.0% |