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 | $55,481 | $90,600-38.8% | $79,464-30.2% | $135,375-59.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.04% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,523 | $3,068-50.4% | $2,800-45.6% | $4,779-68.1% |
| Participant deferral / active EE | $3,132 | $4,050-22.7% | $3,704-15.4% | $5,609-44.2% |
| Admin fee / account holder | $1,285 | $5,907-78.2% | $5,113-74.9% | $10,827-88.1% |