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 | $41,876 | $90,600-53.8% | $79,464-47.3% | $135,375-69.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.35% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,234 | $3,068-59.8% | $2,800-55.9% | $4,779-74.2% |
| Participant deferral / active EE | $4,504 | $4,050+11.2% | $3,704+21.6% | $5,609-19.7% |
| Admin fee / account holder | $1,628 | $5,907-72.4% | $5,113-68.2% | $10,827-85.0% |