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 | $50,020 | $138,044-63.8% | $125,339-60.1% | $134,475-62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.30% | 750.33%-764.6pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,314 | $5,243-17.7% | $4,814-10.4% | $4,740-9.0% |
| Participant deferral / active EE | $10,806 | $7,799+38.6% | $7,446+45.1% | $6,400+68.8% |
| Admin fee / account holder | $2,313 | $11,571-80.0% | $10,010-76.9% | $11,426-79.8% |