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 9-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 | $49,121 | $90,600-45.8% | $79,464-38.2% | $135,375-63.7% |
| Participation rate | 85.0% | 76.0%+9.0pp | 73.3%+11.7pp | 82.6%+2.4pp |
| Annual return | -3.78% | 977.43%-981.2pp | 718.14%-721.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $6,663 | $3,068+117.2% | $2,800+137.9% | $4,779+39.4% |
| Participant deferral / active EE | $3,801 | $4,050-6.2% | $3,704+2.6% | $5,609-32.2% |
| Admin fee / account holder | $15,558 | $5,907+163.4% | $5,113+204.3% | $10,827+43.7% |