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 | $46,654 | $138,044-66.2% | $125,339-62.8% | $134,475-65.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.69% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $10,224 | $5,243+95.0% | $4,814+112.4% | $4,740+115.7% |
| Participant deferral / active EE | $2,999 | $7,799-61.5% | $7,446-59.7% | $6,400-53.1% |
| Admin fee / account holder | $3,226 | $11,571-72.1% | $10,010-67.8% | $11,426-71.8% |