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 | $50,202 | $99,640-49.6% | $86,436-41.9% | $134,475-62.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.37% | 6782.58%-6794.9pp | 4394.89%-4407.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,825 | $4,400-58.5% | $3,769-51.6% | $4,740-61.5% |
| Participant deferral / active EE | $6,830 | $7,246-5.7% | $6,952-1.7% | $6,400+6.7% |
| Admin fee / account holder | $3,637 | $8,371-56.6% | $6,731-46.0% | $11,426-68.2% |