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 | $97,582 | $138,044-29.3% | $125,339-22.1% | $134,475-27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.54% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,025 | $5,243-23.2% | $4,814-16.4% | $4,740-15.1% |
| Participant deferral / active EE | $11,177 | $7,799+43.3% | $7,446+50.1% | $6,400+74.7% |
| Admin fee / account holder | $5,367 | $11,571-53.6% | $10,010-46.4% | $11,426-53.0% |