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 | $56,559 | $138,044-59.0% | $125,339-54.9% | $134,475-57.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.97% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,659 | $5,243-11.1% | $4,814-3.2% | $4,740-1.7% |
| Participant deferral / active EE | $10,733 | $7,799+37.6% | $7,446+44.1% | $6,400+67.7% |
| Admin fee / account holder | $6,162 | $11,571-46.7% | $10,010-38.4% | $11,426-46.1% |