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 | $68,301 | $97,757-30.1% | $83,848-18.5% | $135,375-49.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.48% | 1287.37%-1295.8pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,829 | $4,222-56.7% | $3,631-49.6% | $4,779-61.7% |
| Participant deferral / active EE | $5,006 | $4,682+6.9% | $4,082+22.7% | $5,609-10.7% |
| Admin fee / account holder | $10,620 | $6,674+59.1% | $5,478+93.9% | $10,827-1.9% |