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 | $46,837 | $97,757-52.1% | $83,848-44.1% | $135,375-65.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.48% | 1287.37%-1290.8pp | 850.88%-854.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,736 | $4,222-58.9% | $3,631-52.2% | $4,779-63.7% |
| Participant deferral / active EE | $2,868 | $4,682-38.7% | $4,082-29.7% | $5,609-48.9% |
| Admin fee / account holder | $17,046 | $6,674+155.4% | $5,478+211.2% | $10,827+57.4% |