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 | $62,771 | $90,600-30.7% | $79,464-21.0% | $135,375-53.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.79% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,024 | $3,068+63.8% | $2,800+79.4% | $4,779+5.1% |
| Participant deferral / active EE | $7,918 | $4,050+95.5% | $3,704+113.8% | $5,609+41.2% |
| Admin fee / account holder | $7,597 | $5,907+28.6% | $5,113+48.6% | $10,827-29.8% |