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 | $28,666 | $138,044-79.2% | $125,339-77.1% | $134,475-78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.09% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $9,202 | $5,243+75.5% | $4,814+91.2% | $4,740+94.1% |
| Participant deferral / active EE | $5,941 | $7,799-23.8% | $7,446-20.2% | $6,400-7.2% |
| Admin fee / account holder | $7,566 | $11,571-34.6% | $10,010-24.4% | $11,426-33.8% |