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 | $31,971 | $138,044-76.8% | $125,339-74.5% | $134,475-76.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.85% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,013 | $5,243-61.6% | $4,814-58.2% | $4,740-57.5% |
| Participant deferral / active EE | $13,800 | $7,799+77.0% | $7,446+85.3% | $6,400+115.6% |
| Admin fee / account holder | $3,000 | $11,571-74.1% | $10,010-70.0% | $11,426-73.7% |