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 | $86,795 | $90,600-4.2% | $79,464+9.2% | $135,375-35.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.77% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,434 | $3,068+11.9% | $2,800+22.6% | $4,779-28.1% |
| Participant deferral / active EE | $6,224 | $4,050+53.7% | $3,704+68.0% | $5,609+11.0% |
| Admin fee / account holder | $1,020 | $5,907-82.7% | $5,113-80.1% | $10,827-90.6% |