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 | $62,445 | $90,600-31.1% | $79,464-21.4% | $135,375-53.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.98% | 977.43%-986.4pp | 718.14%-727.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,359 | $3,068+42.1% | $2,800+55.6% | $4,779-8.8% |
| Participant deferral / active EE | $6,788 | $4,050+67.6% | $3,704+83.3% | $5,609+21.0% |
| Admin fee / account holder | $7,531 | $5,907+27.5% | $5,113+47.3% | $10,827-30.4% |