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 | $98,984 | $138,044-28.3% | $125,339-21.0% | $134,475-26.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.12% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,537 | $5,243-51.6% | $4,814-47.3% | $4,740-46.5% |
| Participant deferral / active EE | $9,746 | $7,799+25.0% | $7,446+30.9% | $6,400+52.3% |
| Admin fee / account holder | $2,150 | $11,571-81.4% | $10,010-78.5% | $11,426-81.2% |