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 7-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 | $69,455 | $97,757-29.0% | $83,848-17.2% | $135,375-48.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.72% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $8,829 | $4,222+109.1% | $3,631+143.2% | $4,779+84.7% |
| Participant deferral / active EE | $12,250 | $4,682+161.6% | $4,082+200.1% | $5,609+118.4% |
| Admin fee / account holder | $327 | $6,674-95.1% | $5,478-94.0% | $10,827-97.0% |