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 | $54,523 | $97,757-44.2% | $83,848-35.0% | $135,375-59.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.38% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,095 | $4,222-50.4% | $3,631-42.3% | $4,779-56.2% |
| Participant deferral / active EE | $7,237 | $4,682+54.6% | $4,082+77.3% | $5,609+29.0% |
| Admin fee / account holder | $510 | $6,674-92.4% | $5,478-90.7% | $10,827-95.3% |