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 | $35,855 | $97,757-63.3% | $83,848-57.2% | $135,375-73.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.38% | 1287.37%-1292.7pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $9,383 | $4,222+122.3% | $3,631+158.4% | $4,779+96.4% |
| Participant deferral / active EE | $6,747 | $4,682+44.1% | $4,082+65.3% | $5,609+20.3% |
| Admin fee / account holder | $14,303 | $6,674+114.3% | $5,478+161.1% | $10,827+32.1% |