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 | $36,726 | $138,044-73.4% | $125,339-70.7% | $134,475-72.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.45% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,242 | $5,243-57.2% | $4,814-53.4% | $4,740-52.7% |
| Participant deferral / active EE | $2,718 | $7,799-65.2% | $7,446-63.5% | $6,400-57.5% |
| Admin fee / account holder | $170,411 | $11,571+1372.7% | $10,010+1602.5% | $11,426+1391.4% |