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 | $29,932 | $90,600-67.0% | $79,464-62.3% | $135,375-77.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.03% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,682 | $3,068-12.6% | $2,800-4.2% | $4,779-43.9% |
| Participant deferral / active EE | $3,109 | $4,050-23.2% | $3,704-16.1% | $5,609-44.6% |
| Admin fee / account holder | $10,277 | $5,907+74.0% | $5,113+101.0% | $10,827-5.1% |