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 | $28,155 | $90,600-68.9% | $79,464-64.6% | $135,375-79.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.45% | 977.43%-978.9pp | 718.14%-719.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $6,922 | $3,068+125.6% | $2,800+147.2% | $4,779+44.8% |
| Participant deferral / active EE | $11,250 | $4,050+177.8% | $3,704+203.7% | $5,609+100.6% |
| Admin fee / account holder | $1,811 | $5,907-69.3% | $5,113-64.6% | $10,827-83.3% |