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 | $53,898 | $160,055-66.3% | $140,016-61.5% | $135,375-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.83% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,105 | $6,420-51.6% | $5,606-44.6% | $4,779-35.0% |
| Participant deferral / active EE | $10,882 | $7,642+42.4% | $6,927+57.1% | $5,609+94.0% |
| Admin fee / account holder | $7,398 | $13,328-44.5% | $10,705-30.9% | $10,827-31.7% |