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 | $43,148 | $97,757-55.9% | $83,848-48.5% | $135,375-68.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.25% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,485 | $4,222-41.1% | $3,631-31.6% | $4,779-48.0% |
| Participant deferral / active EE | $6,317 | $4,682+34.9% | $4,082+54.8% | $5,609+12.6% |
| Admin fee / account holder | $516 | $6,674-92.3% | $5,478-90.6% | $10,827-95.2% |