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 5-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 | $60,123 | $138,044-56.4% | $125,339-52.0% | $134,475-55.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.62% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,112 | $5,243-21.6% | $4,814-14.6% | $4,740-13.2% |
| Participant deferral / active EE | $16,705 | $7,799+114.2% | $7,446+124.3% | $6,400+161.0% |
| Admin fee / account holder | $39,083 | $11,571+237.8% | $10,010+290.5% | $11,426+242.1% |