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 | $96,720 | $138,044-29.9% | $125,339-22.8% | $134,475-28.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.84% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,668 | $5,243-30.1% | $4,814-23.8% | $4,740-22.6% |
| Participant deferral / active EE | $13,667 | $7,799+75.2% | $7,446+83.5% | $6,400+113.6% |
| Admin fee / account holder | $1,423 | $11,571-87.7% | $10,010-85.8% | $11,426-87.5% |