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 | $50,947 | $138,044-63.1% | $125,339-59.4% | $134,475-62.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.67% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,487 | $5,243-33.5% | $4,814-27.6% | $4,740-26.4% |
| Participant deferral / active EE | $9,433 | $7,799+21.0% | $7,446+26.7% | $6,400+47.4% |
| Admin fee / account holder | $2,784 | $11,571-75.9% | $10,010-72.2% | $11,426-75.6% |