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 | $85,815 | $138,044-37.8% | $125,339-31.5% | $134,475-36.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.24% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,638 | $5,243-49.7% | $4,814-45.2% | $4,740-44.3% |
| Participant deferral / active EE | $6,430 | $7,799-17.5% | $7,446-13.6% | $6,400+0.5% |
| Admin fee / account holder | $338 | $11,571-97.1% | $10,010-96.6% | $11,426-97.0% |