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 | $29,665 | $82,630-64.1% | $64,105-53.7% | $125,391-76.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.59% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $9,040 | $2,671+238.4% | $1,820+396.7% | $4,866+85.8% |
| Participant deferral / active EE | $9,836 | $3,608+172.6% | $2,822+248.6% | $5,352+83.8% |
| Admin fee / account holder | $340 | $6,382-94.7% | $4,499-92.4% | $9,540-96.4% |