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 | $44,187 | $138,044-68.0% | $125,339-64.7% | $134,475-67.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,085 | $5,243-60.2% | $4,814-56.7% | $4,740-56.0% |
| Participant deferral / active EE | $2,749 | $7,799-64.8% | $7,446-63.1% | $6,400-57.1% |
| Admin fee / account holder | $10,591 | $11,571-8.5% | $10,010+5.8% | $11,426-7.3% |