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 | $37,890 | $138,044-72.6% | $125,339-69.8% | $134,475-71.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.11% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $5,705 | $5,243+8.8% | $4,814+18.5% | $4,740+20.4% |
| Participant deferral / active EE | $26,789 | $7,799+243.5% | $7,446+259.8% | $6,400+318.6% |
| Admin fee / account holder | $4,464 | $11,571-61.4% | $10,010-55.4% | $11,426-60.9% |