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 | $43,156 | $90,600-52.4% | $79,464-45.7% | $135,375-68.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.43% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,223 | $3,068+37.7% | $2,800+50.8% | $4,779-11.6% |
| Participant deferral / active EE | $4,357 | $4,050+7.6% | $3,704+17.6% | $5,609-22.3% |
| Admin fee / account holder | $5,571 | $5,907-5.7% | $5,113+9.0% | $10,827-48.5% |