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 | $78,531 | $138,044-43.1% | $125,339-37.3% | $134,475-41.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.19% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $6,798 | $5,243+29.7% | $4,814+41.2% | $4,740+43.4% |
| Participant deferral / active EE | $4,498 | $7,799-42.3% | $7,446-39.6% | $6,400-29.7% |
| Admin fee / account holder | $12,251 | $11,571+5.9% | $10,010+22.4% | $11,426+7.2% |