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 | $68,781 | $138,044-50.2% | $125,339-45.1% | $134,475-48.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.26% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,543 | $5,243-70.6% | $4,814-67.9% | $4,740-67.4% |
| Participant deferral / active EE | $5,714 | $7,799-26.7% | $7,446-23.3% | $6,400-10.7% |
| Admin fee / account holder | $1,891 | $11,571-83.7% | $10,010-81.1% | $11,426-83.4% |