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 | $100,696 | $138,044-27.1% | $125,339-19.7% | $134,475-25.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.49% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,615 | $5,243-31.1% | $4,814-24.9% | $4,740-23.7% |
| Participant deferral / active EE | $6,219 | $7,799-20.3% | $7,446-16.5% | $6,400-2.8% |
| Admin fee / account holder | $1,238 | $11,571-89.3% | $10,010-87.6% | $11,426-89.2% |