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 | $65,931 | $138,044-52.2% | $125,339-47.4% | $134,475-51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.42% | 750.33%-770.7pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,976 | $5,243-62.3% | $4,814-59.0% | $4,740-58.3% |
| Participant deferral / active EE | $5,133 | $7,799-34.2% | $7,446-31.1% | $6,400-19.8% |
| Admin fee / account holder | $3,471 | $11,571-70.0% | $10,010-65.3% | $11,426-69.6% |