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 | $55,120 | $90,600-39.2% | $79,464-30.6% | $135,375-59.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.18% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $11,195 | $3,068+264.9% | $2,800+299.8% | $4,779+134.3% |
| Participant deferral / active EE | $2,535 | $4,050-37.4% | $3,704-31.6% | $5,609-54.8% |
| Admin fee / account holder | $2,763 | $5,907-53.2% | $5,113-46.0% | $10,827-74.5% |