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 | $65,881 | $90,600-27.3% | $79,464-17.1% | $135,375-51.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.80% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,101 | $3,068-64.1% | $2,800-60.7% | $4,779-77.0% |
| Participant deferral / active EE | $667 | $4,050-83.5% | $3,704-82.0% | $5,609-88.1% |
| Admin fee / account holder | $2,596 | $5,907-56.1% | $5,113-49.2% | $10,827-76.0% |