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 | $51,901 | $97,757-46.9% | $83,848-38.1% | $135,375-61.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.37% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $13,201 | $4,222+212.7% | $3,631+263.6% | $4,779+176.2% |
| Participant deferral / active EE | $7,442 | $4,682+58.9% | $4,082+82.3% | $5,609+32.7% |
| Admin fee / account holder | $578 | $6,674-91.3% | $5,478-89.4% | $10,827-94.7% |