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 | $30,724 | $138,044-77.7% | $125,339-75.5% | $134,475-77.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.65% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,370 | $5,243-73.9% | $4,814-71.5% | $4,740-71.1% |
| Participant deferral / active EE | $5,714 | $7,799-26.7% | $7,446-23.3% | $6,400-10.7% |
| Admin fee / account holder | $712 | $11,571-93.8% | $10,010-92.9% | $11,426-93.8% |