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 | $68,111 | $90,600-24.8% | $79,464-14.3% | $135,375-49.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.43% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $5,417 | $3,068+76.6% | $2,800+93.4% | $4,779+13.3% |
| Participant deferral / active EE | $4,826 | $4,050+19.2% | $3,704+30.3% | $5,609-14.0% |
| Admin fee / account holder | $4,613 | $5,907-21.9% | $5,113-9.8% | $10,827-57.4% |