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 | $50,041 | $138,044-63.7% | $125,339-60.1% | $134,475-62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.95% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,752 | $5,243-47.5% | $4,814-42.8% | $4,740-41.9% |
| Participant deferral / active EE | $7,956 | $7,799+2.0% | $7,446+6.8% | $6,400+24.3% |
| Admin fee / account holder | $7,493 | $11,571-35.2% | $10,010-25.1% | $11,426-34.4% |