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 | $46,789 | $90,600-48.4% | $79,464-41.1% | $135,375-65.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.15% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,181 | $3,068-28.9% | $2,800-22.1% | $4,779-54.4% |
| Participant deferral / active EE | $1,696 | $4,050-58.1% | $3,704-54.2% | $5,609-69.8% |
| Admin fee / account holder | $32,873 | $5,907+456.5% | $5,113+542.9% | $10,827+203.6% |