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 | $34,880 | $138,044-74.7% | $125,339-72.2% | $134,475-74.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.65% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,010 | $5,243-61.7% | $4,814-58.2% | $4,740-57.6% |
| Participant deferral / active EE | $3,331 | $7,799-57.3% | $7,446-55.3% | $6,400-48.0% |
| Admin fee / account holder | $1,441 | $11,571-87.5% | $10,010-85.6% | $11,426-87.4% |