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 | $67,107 | $90,600-25.9% | $79,464-15.6% | $135,375-50.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.77% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,194 | $3,068+36.7% | $2,800+49.8% | $4,779-12.2% |
| Participant deferral / active EE | $10,911 | $4,050+169.4% | $3,704+194.6% | $5,609+94.5% |
| Admin fee / account holder | $2,243 | $5,907-62.0% | $5,113-56.1% | $10,827-79.3% |