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 | $81,514 | $138,044-41.0% | $125,339-35.0% | $134,475-39.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.65% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,904 | $5,243-25.5% | $4,814-18.9% | $4,740-17.6% |
| Participant deferral / active EE | $5,179 | $7,799-33.6% | $7,446-30.4% | $6,400-19.1% |
| Admin fee / account holder | $2,930 | $11,571-74.7% | $10,010-70.7% | $11,426-74.4% |