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 | $71,859 | $138,044-47.9% | $125,339-42.7% | $134,475-46.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.60% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,621 | $5,243-50.0% | $4,814-45.5% | $4,740-44.7% |
| Participant deferral / active EE | $3,162 | $7,799-59.5% | $7,446-57.5% | $6,400-50.6% |
| Admin fee / account holder | $13,764 | $11,571+18.9% | $10,010+37.5% | $11,426+20.5% |