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 | $91,471 | $138,044-33.7% | $125,339-27.0% | $134,475-32.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.07% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,565 | $5,243-51.1% | $4,814-46.7% | $4,740-45.9% |
| Participant deferral / active EE | $6,049 | $7,799-22.4% | $7,446-18.8% | $6,400-5.5% |
| Admin fee / account holder | $599 | $11,571-94.8% | $10,010-94.0% | $11,426-94.8% |