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 | $77,185 | $90,600-14.8% | $79,464-2.9% | $135,375-43.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.53% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,264 | $3,068-26.2% | $2,800-19.2% | $4,779-52.6% |
| Participant deferral / active EE | $4,464 | $4,050+10.2% | $3,704+20.5% | $5,609-20.4% |
| Admin fee / account holder | $3,169 | $5,907-46.3% | $5,113-38.0% | $10,827-70.7% |