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 | $11,330 | $90,600-87.5% | $79,464-85.7% | $135,375-91.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $866 | $3,068-71.8% | $2,800-69.1% | $4,779-81.9% |
| Participant deferral / active EE | $2,171 | $4,050-46.4% | $3,704-41.4% | $5,609-61.3% |
| Admin fee / account holder | $4,876 | $5,907-17.5% | $5,113-4.6% | $10,827-55.0% |