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 | $27,874 | $90,600-69.2% | $79,464-64.9% | $135,375-79.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,277 | $3,068+39.4% | $2,800+52.7% | $4,779-10.5% |
| Participant deferral / active EE | $5,608 | $4,050+38.4% | $3,704+51.4% | $5,6090% |
| Admin fee / account holder | $28,630 | $5,907+384.7% | $5,113+460.0% | $10,827+164.4% |