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 | $81,872 | $97,757-16.2% | $83,848-2.4% | $135,375-39.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.35% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,306 | $4,222-45.4% | $3,631-36.5% | $4,779-51.7% |
| Participant deferral / active EE | $7,948 | $4,682+69.8% | $4,082+94.7% | $5,609+41.7% |
| Admin fee / account holder | $326 | $6,674-95.1% | $5,478-94.1% | $10,827-97.0% |