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 | $50,628 | $99,640-49.2% | $86,436-41.4% | $134,475-62.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.32% | 6782.58%-6802.9pp | 4394.89%-4415.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,626 | $4,400-63.1% | $3,769-56.9% | $4,740-65.7% |
| Participant deferral / active EE | $5,163 | $7,246-28.7% | $6,952-25.7% | $6,400-19.3% |
| Admin fee / account holder | $570 | $8,371-93.2% | $6,731-91.5% | $11,426-95.0% |