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 | $18,713 | $90,600-79.3% | $79,464-76.5% | $135,375-86.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,279 | $3,068-25.7% | $2,800-18.6% | $4,779-52.3% |
| Participant deferral / active EE | $3,353 | $4,050-17.2% | $3,704-9.5% | $5,609-40.2% |
| Admin fee / account holder | $520 | $5,907-91.2% | $5,113-89.8% | $10,827-95.2% |