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 | $26,792 | $90,600-70.4% | $79,464-66.3% | $135,375-80.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.07% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,521 | $3,068+47.4% | $2,800+61.4% | $4,779-5.4% |
| Participant deferral / active EE | $1,799 | $4,050-55.6% | $3,704-51.4% | $5,609-67.9% |
| Admin fee / account holder | $5,819 | $5,907-1.5% | $5,113+13.8% | $10,827-46.3% |