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 9-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 | $32,750 | $90,600-63.9% | $79,464-58.8% | $135,375-75.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.94% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,609 | $3,068-47.5% | $2,800-42.5% | $4,779-66.3% |
| Participant deferral / active EE | $1,540 | $4,050-62.0% | $3,704-58.4% | $5,609-72.6% |
| Admin fee / account holder | $2,107 | $5,907-64.3% | $5,113-58.8% | $10,827-80.5% |