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 | $53,658 | $90,600-40.8% | $79,464-32.5% | $135,375-60.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.28% | 977.43%-984.7pp | 718.14%-725.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,758 | $3,068-42.7% | $2,800-37.2% | $4,779-63.2% |
| Participant deferral / active EE | $3,643 | $4,050-10.1% | $3,704-1.6% | $5,609-35.0% |
| Admin fee / account holder | $588 | $5,907-90.0% | $5,113-88.5% | $10,827-94.6% |