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 | $67,270 | $138,044-51.3% | $125,339-46.3% | $134,475-50.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.48% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $5,740 | $5,243+9.5% | $4,814+19.2% | $4,740+21.1% |
| Participant deferral / active EE | $11,102 | $7,799+42.4% | $7,446+49.1% | $6,400+73.5% |
| Admin fee / account holder | $2,233 | $11,571-80.7% | $10,010-77.7% | $11,426-80.5% |