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 | $57,563 | $97,757-41.1% | $83,848-31.3% | $135,375-57.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.50% | 1287.37%-1289.9pp | 850.88%-853.4pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,624 | $4,222-14.2% | $3,631-0.2% | $4,779-24.2% |
| Participant deferral / active EE | $8,950 | $4,682+91.1% | $4,082+119.3% | $5,609+59.6% |
| Admin fee / account holder | $66,201 | $6,674+891.9% | $5,478+1108.4% | $10,827+511.4% |