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 | $75,345 | $90,600-16.8% | $79,464-5.2% | $135,375-44.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.38% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,281 | $3,068-25.6% | $2,800-18.5% | $4,779-52.3% |
| Participant deferral / active EE | $1,334 | $4,050-67.1% | $3,704-64.0% | $5,609-76.2% |
| Admin fee / account holder | $1,776 | $5,907-69.9% | $5,113-65.3% | $10,827-83.6% |