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 | $63,415 | $90,600-30.0% | $79,464-20.2% | $135,375-53.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.16% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $6,382 | $3,068+108.0% | $2,800+127.9% | $4,779+33.6% |
| Participant deferral / active EE | $6,169 | $4,050+52.3% | $3,704+66.6% | $5,609+10.0% |
| Admin fee / account holder | $1,092 | $5,907-81.5% | $5,113-78.6% | $10,827-89.9% |