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 | $33,036 | $138,044-76.1% | $125,339-73.6% | $134,475-75.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.45% | 750.33%-752.8pp | 572.05%-574.5pp | 417.96%-420.4pp |
| Employer contribution / active EE | $2,302 | $5,243-56.1% | $4,814-52.2% | $4,740-51.4% |
| Participant deferral / active EE | $4,905 | $7,799-37.1% | $7,446-34.1% | $6,400-23.3% |
| Admin fee / account holder | $1,143 | $11,571-90.1% | $10,010-88.6% | $11,426-90.0% |