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 | $39,801 | $138,044-71.2% | $125,339-68.2% | $134,475-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.17% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,583 | $5,243+25.6% | $4,814+36.8% | $4,740+38.9% |
| Participant deferral / active EE | $7,129 | $7,799-8.6% | $7,446-4.3% | $6,400+11.4% |
| Admin fee / account holder | $521 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |