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 | $82,887 | $138,044-40.0% | $125,339-33.9% | $134,475-38.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.24% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,475 | $5,243-33.7% | $4,814-27.8% | $4,740-26.7% |
| Participant deferral / active EE | $7,113 | $7,799-8.8% | $7,446-4.5% | $6,400+11.1% |
| Admin fee / account holder | $1,246 | $11,571-89.2% | $10,010-87.6% | $11,426-89.1% |