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 | $75,529 | $138,044-45.3% | $125,339-39.7% | $134,475-43.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.57% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,121 | $5,243-59.6% | $4,814-55.9% | $4,740-55.3% |
| Participant deferral / active EE | $7,955 | $7,799+2.0% | $7,446+6.8% | $6,400+24.3% |
| Admin fee / account holder | $5,901 | $11,571-49.0% | $10,010-41.0% | $11,426-48.4% |