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 | $74,197 | $97,757-24.1% | $83,848-11.5% | $135,375-45.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.47% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,830 | $4,222-56.7% | $3,631-49.6% | $4,779-61.7% |
| Participant deferral / active EE | $5,134 | $4,682+9.7% | $4,082+25.8% | $5,609-8.5% |
| Admin fee / account holder | $1,464 | $6,674-78.1% | $5,478-73.3% | $10,827-86.5% |