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 | $68,810 | $97,757-29.6% | $83,848-17.9% | $135,375-49.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.60% | 1287.37%-1290.0pp | 850.88%-853.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,119 | $4,222-49.8% | $3,631-41.6% | $4,779-55.6% |
| Participant deferral / active EE | $4,122 | $4,682-12.0% | $4,082+1.0% | $5,609-26.5% |
| Admin fee / account holder | $837 | $6,674-87.5% | $5,478-84.7% | $10,827-92.3% |