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 | $71,453 | $90,600-21.1% | $79,464-10.1% | $135,375-47.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.65% | 977.43%-985.1pp | 718.14%-725.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,811 | $3,068+24.2% | $2,800+36.1% | $4,779-20.3% |
| Participant deferral / active EE | $10,110 | $4,050+149.6% | $3,704+173.0% | $5,609+80.3% |
| Admin fee / account holder | $7,425 | $5,907+25.7% | $5,113+45.2% | $10,827-31.4% |