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 | $81,544 | $138,044-40.9% | $125,339-34.9% | $134,475-39.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.73% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,156 | $5,243-20.7% | $4,814-13.7% | $4,740-12.3% |
| Participant deferral / active EE | $8,733 | $7,799+12.0% | $7,446+17.3% | $6,400+36.5% |
| Admin fee / account holder | $2,666 | $11,571-77.0% | $10,010-73.4% | $11,426-76.7% |