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 | $55,849 | $138,044-59.5% | $125,339-55.4% | $134,475-58.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.62% | 750.33%-760.9pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,155 | $5,243-39.8% | $4,814-34.5% | $4,740-33.4% |
| Participant deferral / active EE | $3,421 | $7,799-56.1% | $7,446-54.1% | $6,400-46.5% |
| Admin fee / account holder | $29,375 | $11,571+153.9% | $10,010+193.5% | $11,426+157.1% |