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 | $30,800 | $90,600-66.0% | $79,464-61.2% | $135,375-77.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.09% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,733 | $3,068-10.9% | $2,800-2.4% | $4,779-42.8% |
| Participant deferral / active EE | $1,698 | $4,050-58.1% | $3,704-54.2% | $5,609-69.7% |
| Admin fee / account holder | $1,568 | $5,907-73.5% | $5,113-69.3% | $10,827-85.5% |