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 | $66,583 | $97,757-31.9% | $83,848-20.6% | $135,375-50.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.13% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,036 | $4,222-51.8% | $3,631-43.9% | $4,779-57.4% |
| Participant deferral / active EE | $4,284 | $4,682-8.5% | $4,082+5.0% | $5,609-23.6% |
| Admin fee / account holder | $2,713 | $6,674-59.4% | $5,478-50.5% | $10,827-74.9% |