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 | $50,732 | $138,044-63.2% | $125,339-59.5% | $134,475-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.49% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,197 | $5,243-58.1% | $4,814-54.4% | $4,740-53.6% |
| Participant deferral / active EE | $3,796 | $7,799-51.3% | $7,446-49.0% | $6,400-40.7% |
| Admin fee / account holder | $767 | $11,571-93.4% | $10,010-92.3% | $11,426-93.3% |