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 | $51,745 | $90,600-42.9% | $79,464-34.9% | $135,375-61.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.85% | 977.43%-979.3pp | 718.14%-720.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,288 | $3,068-25.4% | $2,800-18.3% | $4,779-52.1% |
| Participant deferral / active EE | $8,314 | $4,050+105.3% | $3,704+124.5% | $5,609+48.2% |
| Admin fee / account holder | $13,247 | $5,907+124.3% | $5,113+159.1% | $10,827+22.3% |