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 | $23,132 | $138,044-83.2% | $125,339-81.5% | $134,475-82.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.76% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $5,579 | $5,243+6.4% | $4,814+15.9% | $4,740+17.7% |
| Participant deferral / active EE | $12,722 | $7,799+63.1% | $7,446+70.8% | $6,400+98.8% |
| Admin fee / account holder | $92,575 | $11,571+700.0% | $10,010+824.9% | $11,426+710.2% |