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 | $40,001 | $90,600-55.8% | $79,464-49.7% | $135,375-70.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.14% | 977.43%-983.6pp | 718.14%-724.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $820 | $3,068-73.3% | $2,800-70.7% | $4,779-82.8% |
| Participant deferral / active EE | $7,341 | $4,050+81.3% | $3,704+98.2% | $5,609+30.9% |
| Admin fee / account holder | $9,195 | $5,907+55.7% | $5,113+79.8% | $10,827-15.1% |