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 | $20,840 | $90,600-77.0% | $79,464-73.8% | $135,375-84.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.23% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,300 | $3,068+7.6% | $2,800+17.8% | $4,779-30.9% |
| Participant deferral / active EE | $3,300 | $4,050-18.5% | $3,704-10.9% | $5,609-41.2% |
| Admin fee / account holder | $11,732 | $5,907+98.6% | $5,113+129.4% | $10,827+8.4% |