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 | $85,866 | $138,044-37.8% | $125,339-31.5% | $134,475-36.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.44% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,316 | $5,243-36.8% | $4,814-31.1% | $4,740-30.0% |
| Participant deferral / active EE | $7,109 | $7,799-8.8% | $7,446-4.5% | $6,400+11.1% |
| Admin fee / account holder | $453 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |