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 | $32,595 | $90,600-64.0% | $79,464-59.0% | $135,375-75.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,194 | $3,068-28.5% | $2,800-21.6% | $4,779-54.1% |
| Participant deferral / active EE | $5,656 | $4,050+39.6% | $3,704+52.7% | $5,609+0.8% |
| Admin fee / account holder | $448 | $5,907-92.4% | $5,113-91.2% | $10,827-95.9% |