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 | $55,534 | $97,757-43.2% | $83,848-33.8% | $135,375-59.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.18% | 1287.37%-1296.5pp | 850.88%-860.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,068 | $4,222-51.0% | $3,631-43.1% | $4,779-56.7% |
| Participant deferral / active EE | $4,820 | $4,682+2.9% | $4,082+18.1% | $5,609-14.1% |
| Admin fee / account holder | $1,014 | $6,674-84.8% | $5,478-81.5% | $10,827-90.6% |