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 | $66,600 | $138,044-51.8% | $125,339-46.9% | $134,475-50.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.59% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $7,070 | $5,243+34.8% | $4,814+46.9% | $4,740+49.2% |
| Participant deferral / active EE | $4,720 | $7,799-39.5% | $7,446-36.6% | $6,400-26.2% |
| Admin fee / account holder | $1,409 | $11,571-87.8% | $10,010-85.9% | $11,426-87.7% |