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 | $67,417 | $97,757-31.0% | $83,848-19.6% | $135,375-50.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.61% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,690 | $4,222-36.3% | $3,631-25.9% | $4,779-43.7% |
| Participant deferral / active EE | $10,749 | $4,682+129.6% | $4,082+163.4% | $5,609+91.6% |
| Admin fee / account holder | $2,105 | $6,674-68.5% | $5,478-61.6% | $10,827-80.6% |