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 | $44,765 | $138,044-67.6% | $125,339-64.3% | $134,475-66.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.74% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,742 | $5,243-47.7% | $4,814-43.0% | $4,740-42.2% |
| Participant deferral / active EE | $3,436 | $7,799-55.9% | $7,446-53.9% | $6,400-46.3% |
| Admin fee / account holder | $9,646 | $11,571-16.6% | $10,010-3.6% | $11,426-15.6% |