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 | $81,133 | $138,044-41.2% | $125,339-35.3% | $134,475-39.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.14% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,651 | $5,243-68.5% | $4,814-65.7% | $4,740-65.2% |
| Participant deferral / active EE | $14,278 | $7,799+83.1% | $7,446+91.7% | $6,400+123.1% |
| Admin fee / account holder | $2,023 | $11,571-82.5% | $10,010-79.8% | $11,426-82.3% |