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 | $72,773 | $90,600-19.7% | $79,464-8.4% | $135,375-46.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.53% | 977.43%-981.0pp | 718.14%-721.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $9,699 | $3,068+216.1% | $2,800+246.3% | $4,779+103.0% |
| Participant deferral / active EE | $3,453 | $4,050-14.7% | $3,704-6.8% | $5,609-38.4% |
| Admin fee / account holder | $3,530 | $5,907-40.2% | $5,113-31.0% | $10,827-67.4% |