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 | $57,801 | $90,600-36.2% | $79,464-27.3% | $135,375-57.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.07% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,007 | $3,068-2.0% | $2,800+7.4% | $4,779-37.1% |
| Participant deferral / active EE | $6,220 | $4,050+53.6% | $3,704+67.9% | $5,609+10.9% |
| Admin fee / account holder | $8,724 | $5,907+47.7% | $5,113+70.6% | $10,827-19.4% |