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 | $72,327 | $90,600-20.2% | $79,464-9.0% | $135,375-46.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.27% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $8,419 | $3,068+174.4% | $2,800+200.6% | $4,779+76.2% |
| Participant deferral / active EE | $1,050 | $4,050-74.1% | $3,704-71.7% | $5,609-81.3% |
| Admin fee / account holder | $1,707 | $5,907-71.1% | $5,113-66.6% | $10,827-84.2% |