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 | $49,112 | $90,600-45.8% | $79,464-38.2% | $135,375-63.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.01% | 977.43%-983.4pp | 718.14%-724.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,849 | $3,068+90.7% | $2,800+108.9% | $4,779+22.4% |
| Participant deferral / active EE | $1,839 | $4,050-54.6% | $3,704-50.3% | $5,609-67.2% |
| Admin fee / account holder | $5,006 | $5,907-15.2% | $5,113-2.1% | $10,827-53.8% |