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 | $51,913 | $97,757-46.9% | $83,848-38.1% | $135,375-61.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.42% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,303 | $4,222+1.9% | $3,631+18.5% | $4,779-10.0% |
| Participant deferral / active EE | $2,475 | $4,682-47.1% | $4,082-39.4% | $5,609-55.9% |
| Admin fee / account holder | $12,047 | $6,674+80.5% | $5,478+119.9% | $10,827+11.3% |