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 | $96,604 | $138,044-30.0% | $125,339-22.9% | $134,475-28.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,129 | $5,243-78.5% | $4,814-76.5% | $4,740-76.2% |
| Participant deferral / active EE | $11,292 | $7,799+44.8% | $7,446+51.6% | $6,400+76.4% |
| Admin fee / account holder | $783 | $11,571-93.2% | $10,010-92.2% | $11,426-93.2% |