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 | $73,887 | $97,757-24.4% | $83,848-11.9% | $135,375-45.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.24% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,827 | $4,222+14.3% | $3,631+32.9% | $4,779+1.0% |
| Participant deferral / active EE | $7,324 | $4,682+56.4% | $4,082+79.4% | $5,609+30.6% |
| Admin fee / account holder | $455 | $6,674-93.2% | $5,478-91.7% | $10,827-95.8% |