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 | $53,465 | $138,044-61.3% | $125,339-57.3% | $134,475-60.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.85% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,289 | $5,243-37.3% | $4,814-31.7% | $4,740-30.6% |
| Participant deferral / active EE | $11,082 | $7,799+42.1% | $7,446+48.8% | $6,400+73.2% |
| Admin fee / account holder | $6,244 | $11,571-46.0% | $10,010-37.6% | $11,426-45.4% |