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 | $46,390 | $90,600-48.8% | $79,464-41.6% | $135,375-65.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.58% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,325 | $3,068-56.8% | $2,800-52.7% | $4,779-72.3% |
| Participant deferral / active EE | $2,650 | $4,050-34.6% | $3,704-28.5% | $5,609-52.8% |
| Admin fee / account holder | $528 | $5,907-91.1% | $5,113-89.7% | $10,827-95.1% |