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 | $62,881 | $138,044-54.4% | $125,339-49.8% | $134,475-53.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.37% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $9,708 | $5,243+85.2% | $4,814+101.7% | $4,740+104.8% |
| Participant deferral / active EE | $10,312 | $7,799+32.2% | $7,446+38.5% | $6,400+61.1% |
| Admin fee / account holder | $2,764 | $11,571-76.1% | $10,010-72.4% | $11,426-75.8% |