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 | $64,068 | $138,044-53.6% | $125,339-48.9% | $134,475-52.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.95% | 750.33%-751.3pp | 572.05%-573.0pp | 417.96%-418.9pp |
| Employer contribution / active EE | $1,381 | $5,243-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $3,319 | $7,799-57.4% | $7,446-55.4% | $6,400-48.1% |
| Admin fee / account holder | $55,712 | $11,571+381.5% | $10,010+456.6% | $11,426+387.6% |