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 | $20,249 | $90,600-77.7% | $79,464-74.5% | $135,375-85.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -8.55% | 977.43%-986.0pp | 718.14%-726.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,584 | $3,068-48.4% | $2,800-43.4% | $4,779-66.9% |
| Participant deferral / active EE | $1,584 | $4,050-60.9% | $3,704-57.2% | $5,609-71.8% |
| Admin fee / account holder | $303 | $5,907-94.9% | $5,113-94.1% | $10,827-97.2% |