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 | $56,769 | $99,640-43.0% | $86,436-34.3% | $134,475-57.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.13% | 6782.58%-6797.7pp | 4394.89%-4410.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,773 | $4,400-37.0% | $3,769-26.4% | $4,740-41.5% |
| Participant deferral / active EE | $7,006 | $7,246-3.3% | $6,952+0.8% | $6,400+9.5% |
| Admin fee / account holder | $583 | $8,371-93.0% | $6,731-91.3% | $11,426-94.9% |