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 | $24,957 | $138,044-81.9% | $125,339-80.1% | $134,475-81.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.31% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,544 | $5,243-51.5% | $4,814-47.1% | $4,740-46.3% |
| Participant deferral / active EE | $5,709 | $7,799-26.8% | $7,446-23.3% | $6,400-10.8% |
| Admin fee / account holder | $53,652 | $11,571+363.7% | $10,010+436.0% | $11,426+369.6% |