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 | $66,416 | $138,044-51.9% | $125,339-47.0% | $134,475-50.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.46% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,191 | $5,243-1.0% | $4,814+7.8% | $4,740+9.5% |
| Participant deferral / active EE | $7,419 | $7,799-4.9% | $7,446-0.4% | $6,400+15.9% |
| Admin fee / account holder | $454 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |