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 | $31,580 | $138,044-77.1% | $125,339-74.8% | $134,475-76.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.04% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,755 | $5,243-28.4% | $4,814-22.0% | $4,740-20.8% |
| Participant deferral / active EE | $7,920 | $7,799+1.6% | $7,446+6.4% | $6,400+23.8% |
| Admin fee / account holder | $934 | $11,571-91.9% | $10,010-90.7% | $11,426-91.8% |