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 | $65,454 | $138,044-52.6% | $125,339-47.8% | $134,475-51.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.21% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,084 | $5,243-41.2% | $4,814-35.9% | $4,740-34.9% |
| Participant deferral / active EE | $7,778 | $7,799-0.3% | $7,446+4.5% | $6,400+21.5% |
| Admin fee / account holder | $18,873 | $11,571+63.1% | $10,010+88.6% | $11,426+65.2% |