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 | $54,191 | $97,757-44.6% | $83,848-35.4% | $135,375-60.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.00% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,724 | $4,222-11.8% | $3,631+2.6% | $4,779-22.1% |
| Participant deferral / active EE | $3,723 | $4,682-20.5% | $4,082-8.8% | $5,609-33.6% |
| Admin fee / account holder | $16,867 | $6,674+152.7% | $5,478+207.9% | $10,827+55.8% |