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 | $54,779 | $138,044-60.3% | $125,339-56.3% | $134,475-59.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.74% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,158 | $5,243-58.8% | $4,814-55.2% | $4,740-54.5% |
| Participant deferral / active EE | $6,022 | $7,799-22.8% | $7,446-19.1% | $6,400-5.9% |
| Admin fee / account holder | $630 | $11,571-94.6% | $10,010-93.7% | $11,426-94.5% |