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 | $26,068 | $101,283-74.3% | $75,826-65.6% | $135,375-80.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -6.71% | 3384.62%-3391.3pp | 1914.15%-1920.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,616 | $2,382-32.1% | $1,913-15.5% | $4,779-66.2% |
| Participant deferral / active EE | $3,615 | $3,469+4.2% | $2,862+26.3% | $5,609-35.6% |
| Admin fee / account holder | $2,897 | $6,539-55.7% | $4,726-38.7% | $10,827-73.2% |