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 | $16,027 | $97,757-83.6% | $83,848-80.9% | $135,375-88.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.15% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,450 | $4,222-65.7% | $3,631-60.1% | $4,779-69.7% |
| Participant deferral / active EE | $4,261 | $4,682-9.0% | $4,082+4.4% | $5,609-24.0% |
| Admin fee / account holder | $8,403 | $6,674+25.9% | $5,478+53.4% | $10,827-22.4% |