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 9-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 | $70,713 | $97,757-27.7% | $83,848-15.7% | $135,375-47.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.83% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,556 | $4,222-63.1% | $3,631-57.2% | $4,779-67.4% |
| Participant deferral / active EE | $12,476 | $4,682+166.5% | $4,082+205.7% | $5,609+122.4% |
| Admin fee / account holder | $900 | $6,674-86.5% | $5,478-83.6% | $10,827-91.7% |