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 | $55,665 | $138,044-59.7% | $125,339-55.6% | $134,475-58.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.22% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,481 | $5,243-14.5% | $4,814-6.9% | $4,740-5.5% |
| Participant deferral / active EE | $3,159 | $7,799-59.5% | $7,446-57.6% | $6,400-50.6% |
| Admin fee / account holder | $1,068 | $11,571-90.8% | $10,010-89.3% | $11,426-90.7% |