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 | $26,304 | $138,044-80.9% | $125,339-79.0% | $134,475-80.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.65% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,699 | $5,243-67.6% | $4,814-64.7% | $4,740-64.2% |
| Participant deferral / active EE | $8,195 | $7,799+5.1% | $7,446+10.1% | $6,400+28.1% |
| Admin fee / account holder | $357 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |