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 | $31,690 | $138,044-77.0% | $125,339-74.7% | $134,475-76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.46% | 750.33%-759.8pp | 572.05%-581.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,074 | $5,243-41.4% | $4,814-36.1% | $4,740-35.1% |
| Participant deferral / active EE | $9,056 | $7,799+16.1% | $7,446+21.6% | $6,400+41.5% |
| Admin fee / account holder | $39,454 | $11,571+241.0% | $10,010+294.2% | $11,426+245.3% |