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 | $41,960 | $97,757-57.1% | $83,848-50.0% | $135,375-69.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.37% | 1287.37%-1290.7pp | 850.88%-854.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,670 | $4,222+81.7% | $3,631+111.2% | $4,779+60.5% |
| Participant deferral / active EE | $4,841 | $4,682+3.4% | $4,082+18.6% | $5,609-13.7% |
| Admin fee / account holder | $25,060 | $6,674+275.5% | $5,478+357.4% | $10,827+131.5% |