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 | $18,523 | $101,283-81.7% | $75,826-75.6% | $135,375-86.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -3.85% | 3384.62%-3388.5pp | 1914.15%-1918.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,315 | $2,382-44.8% | $1,913-31.3% | $4,779-72.5% |
| Participant deferral / active EE | $1,385 | $3,469-60.1% | $2,862-51.6% | $5,609-75.3% |
| Admin fee / account holder | $3,983 | $6,539-39.1% | $4,726-15.7% | $10,827-63.2% |