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 | $72,630 | $138,044-47.4% | $125,339-42.1% | $134,475-46.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.05% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,038 | $5,243-23.0% | $4,814-16.1% | $4,740-14.8% |
| Participant deferral / active EE | $6,664 | $7,799-14.6% | $7,446-10.5% | $6,400+4.1% |
| Admin fee / account holder | $102,137 | $11,571+782.7% | $10,010+920.4% | $11,426+793.9% |