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 9-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 | $46,085 | $190,805-75.8% | $159,960-71.2% | $134,475-65.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.83% | 552.23%-565.1pp | 408.60%-421.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,511 | $4,995-49.7% | $4,226-40.6% | $4,740-47.0% |
| Participant deferral / active EE | $10,000 | $6,923+44.4% | $6,182+61.7% | $6,400+56.3% |
| Admin fee / account holder | $597 | $10,471-94.3% | $8,698-93.1% | $11,426-94.8% |