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 | $60,748 | $82,630-26.5% | $64,105-5.2% | $125,391-51.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.61% | 1489.72%-1492.3pp | 791.24%-793.9pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,027 | $2,671-61.5% | $1,820-43.6% | $4,866-78.9% |
| Participant deferral / active EE | $2,645 | $3,608-26.7% | $2,822-6.2% | $5,352-50.6% |
| Admin fee / account holder | $1,818 | $6,382-71.5% | $4,499-59.6% | $9,540-80.9% |