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 | $27,958 | $97,757-71.4% | $83,848-66.7% | $135,375-79.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.38% | 1287.37%-1290.7pp | 850.88%-854.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,844 | $4,222-56.3% | $3,631-49.2% | $4,779-61.4% |
| Participant deferral / active EE | $1,468 | $4,682-68.6% | $4,082-64.0% | $5,609-73.8% |
| Admin fee / account holder | $10,116 | $6,674+51.6% | $5,478+84.7% | $10,827-6.6% |