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 | $38,610 | $138,044-72.0% | $125,339-69.2% | $134,475-71.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.44% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,865 | $5,243-26.3% | $4,814-19.7% | $4,740-18.4% |
| Participant deferral / active EE | $12,071 | $7,799+54.8% | $7,446+62.1% | $6,400+88.6% |
| Admin fee / account holder | $703 | $11,571-93.9% | $10,010-93.0% | $11,426-93.8% |