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 | $81,703 | $138,044-40.8% | $125,339-34.8% | $134,475-39.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,888 | $5,243-44.9% | $4,814-40.0% | $4,740-39.1% |
| Participant deferral / active EE | $6,649 | $7,799-14.7% | $7,446-10.7% | $6,400+3.9% |
| Admin fee / account holder | $2,401 | $11,571-79.3% | $10,010-76.0% | $11,426-79.0% |