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 | $55,522 | $90,600-38.7% | $79,464-30.1% | $135,375-59.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.30% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $5,898 | $3,068+92.3% | $2,800+110.6% | $4,779+23.4% |
| Participant deferral / active EE | $2,588 | $4,050-36.1% | $3,704-30.1% | $5,609-53.9% |
| Admin fee / account holder | $2,944 | $5,907-50.2% | $5,113-42.4% | $10,827-72.8% |