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 | $134,425 | $138,044-2.6% | $125,339+7.2% | $134,4750% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.11% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,311 | $5,243-17.8% | $4,814-10.4% | $4,740-9.1% |
| Participant deferral / active EE | $7,020 | $7,799-10.0% | $7,446-5.7% | $6,400+9.7% |
| Admin fee / account holder | $2,559 | $11,571-77.9% | $10,010-74.4% | $11,426-77.6% |