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 | $44,494 | $90,600-50.9% | $79,464-44.0% | $135,375-67.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.45% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $5,118 | $3,068+66.8% | $2,800+82.8% | $4,779+7.1% |
| Participant deferral / active EE | $8,018 | $4,050+98.0% | $3,704+116.5% | $5,609+43.0% |
| Admin fee / account holder | $11,293 | $5,907+91.2% | $5,113+120.9% | $10,827+4.3% |