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 | $42,759 | $90,600-52.8% | $79,464-46.2% | $135,375-68.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,811 | $3,068-8.4% | $2,800+0.4% | $4,779-41.2% |
| Participant deferral / active EE | $5,638 | $4,050+39.2% | $3,704+52.2% | $5,609+0.5% |
| Admin fee / account holder | $8,226 | $5,907+39.3% | $5,113+60.9% | $10,827-24.0% |