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 | $77,677 | $90,600-14.3% | $79,464-2.2% | $135,375-42.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.18% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,623 | $3,068+50.7% | $2,800+65.1% | $4,779-3.3% |
| Participant deferral / active EE | $8,430 | $4,050+108.1% | $3,704+127.6% | $5,609+50.3% |
| Admin fee / account holder | $1,039 | $5,907-82.4% | $5,113-79.7% | $10,827-90.4% |