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 | $75,714 | $138,044-45.2% | $125,339-39.6% | $134,475-43.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.74% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,933 | $5,243-25.0% | $4,814-18.3% | $4,740-17.0% |
| Participant deferral / active EE | $14,370 | $7,799+84.3% | $7,446+93.0% | $6,400+124.5% |
| Admin fee / account holder | $1,615 | $11,571-86.0% | $10,010-83.9% | $11,426-85.9% |