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 | $34,743 | $97,757-64.5% | $83,848-58.6% | $135,375-74.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.71% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $9,773 | $4,222+131.5% | $3,631+169.2% | $4,779+104.5% |
| Participant deferral / active EE | $3,805 | $4,682-18.7% | $4,082-6.8% | $5,609-32.2% |
| Admin fee / account holder | $1,805 | $6,674-73.0% | $5,478-67.1% | $10,827-83.3% |