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 | $42,364 | $90,600-53.2% | $79,464-46.7% | $135,375-68.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,813 | $3,068-40.9% | $2,800-35.3% | $4,779-62.1% |
| Participant deferral / active EE | $13,634 | $4,050+236.6% | $3,704+268.1% | $5,609+143.1% |
| Admin fee / account holder | $9,260 | $5,907+56.8% | $5,113+81.1% | $10,827-14.5% |