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 | $108,245 | $138,044-21.6% | $125,339-13.6% | $134,475-19.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.76% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,887 | $5,243-64.0% | $4,814-60.8% | $4,740-60.2% |
| Participant deferral / active EE | $3,204 | $7,799-58.9% | $7,446-57.0% | $6,400-49.9% |
| Admin fee / account holder | $457 | $11,571-96.1% | $10,010-95.4% | $11,426-96.0% |