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 | $70,892 | $97,757-27.5% | $83,848-15.5% | $135,375-47.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.93% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,534 | $4,222-63.7% | $3,631-57.7% | $4,779-67.9% |
| Participant deferral / active EE | $5,523 | $4,682+17.9% | $4,082+35.3% | $5,609-1.5% |
| Admin fee / account holder | $2,206 | $6,674-67.0% | $5,478-59.7% | $10,827-79.6% |