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 | $85,443 | $138,044-38.1% | $125,339-31.8% | $134,475-36.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.13% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,833 | $5,243+49.4% | $4,814+62.7% | $4,740+65.3% |
| Participant deferral / active EE | $8,408 | $7,799+7.8% | $7,446+12.9% | $6,400+31.4% |
| Admin fee / account holder | $3,328 | $11,571-71.2% | $10,010-66.8% | $11,426-70.9% |