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 | $63,544 | $90,600-29.9% | $79,464-20.0% | $135,375-53.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.40% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,553 | $3,068+113.6% | $2,800+134.0% | $4,779+37.1% |
| Participant deferral / active EE | $3,770 | $4,050-6.9% | $3,704+1.8% | $5,609-32.8% |
| Admin fee / account holder | $1,405 | $5,907-76.2% | $5,113-72.5% | $10,827-87.0% |