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 | $40,637 | $138,044-70.6% | $125,339-67.6% | $134,475-69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.60% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,688 | $5,243-29.7% | $4,814-23.4% | $4,740-22.2% |
| Participant deferral / active EE | $4,963 | $7,799-36.4% | $7,446-33.3% | $6,400-22.4% |
| Admin fee / account holder | $4,538 | $11,571-60.8% | $10,010-54.7% | $11,426-60.3% |