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 | $34,706 | $138,044-74.9% | $125,339-72.3% | $134,475-74.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.79% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,232 | $5,243-19.3% | $4,814-12.1% | $4,740-10.7% |
| Participant deferral / active EE | $9,759 | $7,799+25.1% | $7,446+31.1% | $6,400+52.5% |
| Admin fee / account holder | $19,439 | $11,571+68.0% | $10,010+94.2% | $11,426+70.1% |