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 | $32,396 | $97,757-66.9% | $83,848-61.4% | $135,375-76.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.74% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,923 | $4,222-54.5% | $3,631-47.0% | $4,779-59.8% |
| Participant deferral / active EE | $2,350 | $4,682-49.8% | $4,082-42.4% | $5,609-58.1% |
| Admin fee / account holder | $6,151 | $6,674-7.8% | $5,478+12.3% | $10,827-43.2% |