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 | $49,398 | $138,044-64.2% | $125,339-60.6% | $134,475-63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.78% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,286 | $5,243+0.8% | $4,814+9.8% | $4,740+11.5% |
| Participant deferral / active EE | $11,372 | $7,799+45.8% | $7,446+52.7% | $6,400+77.7% |
| Admin fee / account holder | $7,710 | $11,571-33.4% | $10,010-23.0% | $11,426-32.5% |