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 | $122,868 | $138,044-11.0% | $125,339-2.0% | $134,475-8.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.08% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,039 | $5,243-42.0% | $4,814-36.9% | $4,740-35.9% |
| Participant deferral / active EE | $5,550 | $7,799-28.8% | $7,446-25.5% | $6,400-13.3% |
| Admin fee / account holder | $6,618 | $11,571-42.8% | $10,010-33.9% | $11,426-42.1% |