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 | $44,274 | $90,600-51.1% | $79,464-44.3% | $135,375-67.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,791 | $3,068-41.6% | $2,800-36.0% | $4,779-62.5% |
| Participant deferral / active EE | $4,506 | $4,050+11.3% | $3,704+21.7% | $5,609-19.7% |
| Admin fee / account holder | $312 | $5,907-94.7% | $5,113-93.9% | $10,827-97.1% |