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 | $60,799 | $97,757-37.8% | $83,848-27.5% | $135,375-55.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.35% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $13,965 | $4,222+230.8% | $3,631+284.6% | $4,779+192.2% |
| Participant deferral / active EE | $8,283 | $4,682+76.9% | $4,082+102.9% | $5,609+47.7% |
| Admin fee / account holder | $2,444 | $6,674-63.4% | $5,478-55.4% | $10,827-77.4% |