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 | $75,944 | $138,044-45.0% | $125,339-39.4% | $134,475-43.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.95% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $4,975 | $5,243-5.1% | $4,814+3.4% | $4,740+5.0% |
| Participant deferral / active EE | $6,617 | $7,799-15.1% | $7,446-11.1% | $6,400+3.4% |
| Admin fee / account holder | $1,924 | $11,571-83.4% | $10,010-80.8% | $11,426-83.2% |