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 | $24,003 | $97,757-75.4% | $83,848-71.4% | $135,375-82.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.46% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $10,349 | $4,222+145.1% | $3,631+185.0% | $4,779+116.6% |
| Participant deferral / active EE | $6,362 | $4,682+35.9% | $4,082+55.9% | $5,609+13.4% |
| Admin fee / account holder | $881 | $6,674-86.8% | $5,478-83.9% | $10,827-91.9% |