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 | $123,214 | $90,600+36.0% | $79,464+55.1% | $135,375-9.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $569 | $3,068-81.4% | $2,800-79.7% | $4,779-88.1% |
| Participant deferral / active EE | $4,253 | $4,050+5.0% | $3,704+14.8% | $5,609-24.2% |
| Admin fee / account holder | $7,711 | $5,907+30.5% | $5,113+50.8% | $10,827-28.8% |