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 | $33,889 | $90,600-62.6% | $79,464-57.4% | $135,375-75.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.26% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $8,240 | $3,068+168.6% | $2,800+194.2% | $4,779+72.4% |
| Participant deferral / active EE | $10,641 | $4,050+162.7% | $3,704+187.3% | $5,609+89.7% |
| Admin fee / account holder | $51,676 | $5,907+774.9% | $5,113+910.7% | $10,827+377.3% |