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 | $86,525 | $90,600-4.5% | $79,464+8.9% | $135,375-36.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,878 | $3,068-6.2% | $2,800+2.8% | $4,779-39.8% |
| Participant deferral / active EE | $4,715 | $4,050+16.4% | $3,704+27.3% | $5,609-15.9% |
| Admin fee / account holder | $8,683 | $5,907+47.0% | $5,113+69.8% | $10,827-19.8% |