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 | $55,994 | $99,640-43.8% | $86,436-35.2% | $134,475-58.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.57% | 6782.58%-6800.1pp | 4394.89%-4412.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,366 | $4,400-0.8% | $3,769+15.9% | $4,740-7.9% |
| Participant deferral / active EE | $8,005 | $7,246+10.5% | $6,952+15.2% | $6,400+25.1% |
| Admin fee / account holder | $1,779 | $8,371-78.7% | $6,731-73.6% | $11,426-84.4% |