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 | $40,978 | $90,600-54.8% | $79,464-48.4% | $135,375-69.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.58% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,498 | $3,068+46.6% | $2,800+60.6% | $4,779-5.9% |
| Participant deferral / active EE | $7,634 | $4,050+88.5% | $3,704+106.1% | $5,609+36.1% |
| Admin fee / account holder | $16,789 | $5,907+184.2% | $5,113+228.4% | $10,827+55.1% |