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 | $36,794 | $90,600-59.4% | $79,464-53.7% | $135,375-72.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.73% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,407 | $3,068+11.0% | $2,800+21.7% | $4,779-28.7% |
| Participant deferral / active EE | $5,444 | $4,050+34.4% | $3,704+47.0% | $5,609-2.9% |
| Admin fee / account holder | $13,054 | $5,907+121.0% | $5,113+155.3% | $10,827+20.6% |