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 9-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 | $61,522 | $90,600-32.1% | $79,464-22.6% | $135,375-54.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.62% | 977.43%-985.1pp | 718.14%-725.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,017 | $3,068-1.7% | $2,800+7.7% | $4,779-36.9% |
| Participant deferral / active EE | $3,357 | $4,050-17.1% | $3,704-9.4% | $5,609-40.1% |
| Admin fee / account holder | $2,901 | $5,907-50.9% | $5,113-43.3% | $10,827-73.2% |