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 | $49,191 | $97,757-49.7% | $83,848-41.3% | $135,375-63.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.18% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,363 | $4,222-44.0% | $3,631-34.9% | $4,779-50.5% |
| Participant deferral / active EE | $8,381 | $4,682+79.0% | $4,082+105.3% | $5,609+49.4% |
| Admin fee / account holder | $554 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |