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 | $78,347 | $138,044-43.2% | $125,339-37.5% | $134,475-41.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.07% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,162 | $5,243-39.7% | $4,814-34.3% | $4,740-33.3% |
| Participant deferral / active EE | $7,328 | $7,799-6.0% | $7,446-1.6% | $6,400+14.5% |
| Admin fee / account holder | $1,033 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |