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 | $38,013 | $90,600-58.0% | $79,464-52.2% | $135,375-71.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.44% | 977.43%-980.9pp | 718.14%-721.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,065 | $3,068+65.1% | $2,800+80.8% | $4,779+6.0% |
| Participant deferral / active EE | $1,286 | $4,050-68.2% | $3,704-65.3% | $5,609-77.1% |
| Admin fee / account holder | $7,557 | $5,907+27.9% | $5,113+47.8% | $10,827-30.2% |