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 | $50,682 | $97,757-48.2% | $83,848-39.6% | $135,375-62.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.10% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,317 | $4,222-45.1% | $3,631-36.2% | $4,779-51.5% |
| Participant deferral / active EE | $5,219 | $4,682+11.5% | $4,082+27.9% | $5,609-7.0% |
| Admin fee / account holder | $782 | $6,674-88.3% | $5,478-85.7% | $10,827-92.8% |