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 | $55,546 | $97,757-43.2% | $83,848-33.8% | $135,375-59.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.20% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,726 | $4,222-59.1% | $3,631-52.5% | $4,779-63.9% |
| Participant deferral / active EE | $2,849 | $4,682-39.2% | $4,082-30.2% | $5,609-49.2% |
| Admin fee / account holder | $5,900 | $6,674-11.6% | $5,478+7.7% | $10,827-45.5% |