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 | $64,956 | $92,703-29.9% | $82,719-21.5% | $134,475-51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.06% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,302 | $3,274+0.9% | $3,009+9.7% | $4,740-30.3% |
| Participant deferral / active EE | $11,950 | $4,802+148.8% | $4,395+171.9% | $6,400+86.7% |
| Admin fee / account holder | $769 | $5,983-87.1% | $5,329-85.6% | $11,426-93.3% |