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 | $73,854 | $138,044-46.5% | $125,339-41.1% | $134,475-45.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.84% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $6,127 | $5,243+16.8% | $4,814+27.3% | $4,740+29.3% |
| Participant deferral / active EE | $3,362 | $7,799-56.9% | $7,446-54.9% | $6,400-47.5% |
| Admin fee / account holder | $84,941 | $11,571+634.1% | $10,010+748.6% | $11,426+643.4% |