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 | $75,490 | $138,044-45.3% | $125,339-39.8% | $134,475-43.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.42% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,437 | $5,243+3.7% | $4,814+12.9% | $4,740+14.7% |
| Participant deferral / active EE | $10,130 | $7,799+29.9% | $7,446+36.0% | $6,400+58.3% |
| Admin fee / account holder | $4,705 | $11,571-59.3% | $10,010-53.0% | $11,426-58.8% |