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 | $83,967 | $90,600-7.3% | $79,464+5.7% | $135,375-38.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,540 | $3,068-49.8% | $2,800-45.0% | $4,779-67.8% |
| Participant deferral / active EE | $2,416 | $4,050-40.3% | $3,704-34.8% | $5,609-56.9% |
| Admin fee / account holder | $1,277 | $5,907-78.4% | $5,113-75.0% | $10,827-88.2% |