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 | $38,436 | $138,044-72.2% | $125,339-69.3% | $134,475-71.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.81% | 750.33%-764.1pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,450 | $5,243-15.1% | $4,814-7.6% | $4,740-6.1% |
| Participant deferral / active EE | $24,694 | $7,799+216.6% | $7,446+231.6% | $6,400+285.9% |
| Admin fee / account holder | $59,431 | $11,571+413.6% | $10,010+493.7% | $11,426+420.1% |