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 8-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 | $52,296 | $97,757-46.5% | $83,848-37.6% | $135,375-61.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.23% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $6,763 | $4,222+60.2% | $3,631+86.3% | $4,779+41.5% |
| Participant deferral / active EE | $4,554 | $4,682-2.7% | $4,082+11.6% | $5,609-18.8% |
| Admin fee / account holder | $896 | $6,674-86.6% | $5,478-83.6% | $10,827-91.7% |