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 | $43,923 | $90,600-51.5% | $79,464-44.7% | $135,375-67.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.56% | 977.43%-979.0pp | 718.14%-719.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,888 | $3,068+26.7% | $2,800+38.8% | $4,779-18.6% |
| Participant deferral / active EE | $2,534 | $4,050-37.4% | $3,704-31.6% | $5,609-54.8% |
| Admin fee / account holder | $2,193 | $5,907-62.9% | $5,113-57.1% | $10,827-79.7% |