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 | $14,747 | $90,600-83.7% | $79,464-81.4% | $135,375-89.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.35% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,405 | $3,068-21.6% | $2,800-14.1% | $4,779-49.7% |
| Participant deferral / active EE | $4,253 | $4,050+5.0% | $3,704+14.8% | $5,609-24.2% |
| Admin fee / account holder | $2,605 | $5,907-55.9% | $5,113-49.1% | $10,827-75.9% |