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 | $79,817 | $138,044-42.2% | $125,339-36.3% | $134,475-40.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.13% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,679 | $5,243-48.9% | $4,814-44.4% | $4,740-43.5% |
| Participant deferral / active EE | $5,129 | $7,799-34.2% | $7,446-31.1% | $6,400-19.9% |
| Admin fee / account holder | $13,450 | $11,571+16.2% | $10,010+34.4% | $11,426+17.7% |