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 | $87,328 | $138,044-36.7% | $125,339-30.3% | $134,475-35.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.74% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,024 | $5,243-23.3% | $4,814-16.4% | $4,740-15.1% |
| Participant deferral / active EE | $11,633 | $7,799+49.2% | $7,446+56.2% | $6,400+81.8% |
| Admin fee / account holder | $6,425 | $11,571-44.5% | $10,010-35.8% | $11,426-43.8% |