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 | $91,149 | $138,044-34.0% | $125,339-27.3% | $134,475-32.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.25% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,256 | $5,243-18.8% | $4,814-11.6% | $4,740-10.2% |
| Participant deferral / active EE | $11,369 | $7,799+45.8% | $7,446+52.7% | $6,400+77.6% |
| Admin fee / account holder | $2,900 | $11,571-74.9% | $10,010-71.0% | $11,426-74.6% |