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 | $67,158 | $138,044-51.4% | $125,339-46.4% | $134,475-50.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.43% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,962 | $5,243-62.6% | $4,814-59.2% | $4,740-58.6% |
| Participant deferral / active EE | $5,630 | $7,799-27.8% | $7,446-24.4% | $6,400-12.0% |
| Admin fee / account holder | $762 | $11,571-93.4% | $10,010-92.4% | $11,426-93.3% |