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 | $89,230 | $138,044-35.4% | $125,339-28.8% | $134,475-33.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.20% | 750.33%-760.5pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $4,923 | $5,243-6.1% | $4,814+2.3% | $4,740+3.9% |
| Participant deferral / active EE | $2,860 | $7,799-63.3% | $7,446-61.6% | $6,400-55.3% |
| Admin fee / account holder | $73,891 | $11,571+538.6% | $10,010+638.2% | $11,426+546.7% |