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 | $19,475 | $97,757-80.1% | $83,848-76.8% | $135,375-85.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.17% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,434 | $4,222-18.7% | $3,631-5.4% | $4,779-28.1% |
| Participant deferral / active EE | $4,276 | $4,682-8.7% | $4,082+4.8% | $5,609-23.8% |
| Admin fee / account holder | $1,657 | $6,674-75.2% | $5,478-69.8% | $10,827-84.7% |