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 | $28,256 | $90,600-68.8% | $79,464-64.4% | $135,375-79.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.36% | 977.43%-977.8pp | 718.14%-718.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $4,952 | $3,068+61.4% | $2,800+76.8% | $4,779+3.6% |
| Participant deferral / active EE | $6,405 | $4,050+58.1% | $3,704+72.9% | $5,609+14.2% |
| Admin fee / account holder | $3,748 | $5,907-36.6% | $5,113-26.7% | $10,827-65.4% |