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 | $32,647 | $138,044-76.4% | $125,339-74.0% | $134,475-75.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.74% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,407 | $5,243-73.2% | $4,814-70.8% | $4,740-70.3% |
| Participant deferral / active EE | $4,043 | $7,799-48.2% | $7,446-45.7% | $6,400-36.8% |
| Admin fee / account holder | $25,656 | $11,571+121.7% | $10,010+156.3% | $11,426+124.5% |