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 | $29,372 | $90,600-67.6% | $79,464-63.0% | $135,375-78.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.56% | 977.43%-981.0pp | 718.14%-721.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,239 | $3,068-27.0% | $2,800-20.1% | $4,779-53.2% |
| Participant deferral / active EE | $955 | $4,050-76.4% | $3,704-74.2% | $5,609-83.0% |
| Admin fee / account holder | $1,883 | $5,907-68.1% | $5,113-63.2% | $10,827-82.6% |